GCM

Gibraltar Capital Management Portfolio holdings

AUM $512M
1-Year Est. Return 9.58%
This Quarter Est. Return
1 Year Est. Return
+9.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$222K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.12M
3
+$601K
4
BA icon
Boeing
BA
+$391K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.28M
2
+$997K
3
+$833K
4
LUV icon
Southwest Airlines
LUV
+$160K
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$6.06K

Sector Composition

1 Technology 23.17%
2 Financials 18.65%
3 Healthcare 11.18%
4 Energy 9.69%
5 Consumer Discretionary 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 5.64%
470,087
+3,287
2
$11.5M 5.12%
67,390
-7,483
3
$11.4M 5.04%
162,677
+30,341
4
$11M 4.86%
83,165
-7,565
5
$10.4M 4.62%
52,073
+496
6
$10.3M 4.59%
205,519
+5,159
7
$9.92M 4.4%
31,414
+881
8
$9.23M 4.09%
23,323
+300
9
$8.22M 3.65%
2,667
-270
10
$7.52M 3.33%
51,836
+95
11
$7.48M 3.32%
63,639
+1,174
12
$6.99M 3.1%
49,816
+497
13
$6.69M 2.97%
67,852
+621
14
$6.68M 2.96%
246,873
-5,901
15
$6.37M 2.82%
61,862
+839
16
$6.23M 2.76%
106,493
-38
17
$6.22M 2.76%
24,348
+271
18
$6.1M 2.71%
24,284
+640
19
$6.06M 2.69%
114,508
+2,018
20
$5.84M 2.59%
142,987
+1,493
21
$5.48M 2.43%
28,586
+2,038
22
$5.41M 2.4%
93,199
+2,114
23
$5.35M 2.37%
58,049
+857
24
$5.26M 2.33%
64,953
+750
25
$4.79M 2.13%
175,040
+1,425
1
2 3