GAM

Gould Asset Management Portfolio holdings

AUM $511M
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$3.58M
3
+$2.8M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.45M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.13M

Top Sells

1
+$3.08M
2
+$2.19M
3
+$1.97M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.91M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.17M

Sector Composition

1 Technology 2.39%
2 Consumer Staples 1.61%
3 Healthcare 1.44%
4 Energy 1.06%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.63%
12,260
-240
27
$2.03M 0.61%
94,020
+25,320
28
$1.99M 0.6%
11,001
-220
29
$1.82M 0.55%
16,524
+195
30
$1.73M 0.52%
26,297
+4,742
31
$1.6M 0.48%
28,470
+14,835
32
$1.58M 0.47%
23,970
+11,285
33
$1.49M 0.45%
12,365
+785
34
$1.37M 0.41%
16,149
+1,827
35
$1.33M 0.4%
26,995
+8,355
36
$1.32M 0.4%
9,570
+1,975
37
$1.25M 0.37%
15,133
+2,248
38
$1.24M 0.37%
24,680
-6,155
39
$1.14M 0.34%
41,940
-15,155
40
$1.13M 0.34%
+10,460
41
$1.09M 0.33%
5,690
+3,465
42
$1.05M 0.31%
3,309
+15
43
$1M 0.3%
1,893
+250
44
$910K 0.27%
56,520
-4,690
45
$909K 0.27%
8,404
-1,835
46
$885K 0.27%
17,269
-95
47
$882K 0.27%
6,580
+75
48
$877K 0.26%
3,329
+60
49
$877K 0.26%
6,245
-1,415
50
$822K 0.25%
+16,490
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