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
$387M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$748K
2
+$746K
3
+$613K
4
AAPL icon
Apple
AAPL
+$601K
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$437K

Top Sells

1
+$4.27M
2
+$642K
3
+$576K
4
EUSB icon
iShares ESG Advanced Total USD Bond Market ETF
EUSB
+$366K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$349K

Sector Composition

1 Technology 3.16%
2 Consumer Staples 1.28%
3 Financials 1.24%
4 Healthcare 0.99%
5 Energy 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.59%
76,845
+1,825
27
$2.24M 0.58%
29,642
+582
28
$2.14M 0.55%
11,189
-135
29
$1.8M 0.47%
32,572
+3,025
30
$1.71M 0.44%
10,320
+945
31
$1.69M 0.44%
60,260
+825
32
$1.67M 0.43%
15,936
+240
33
$1.57M 0.41%
27,175
+7,060
34
$1.52M 0.39%
15,128
35
$1.37M 0.35%
8,081
-155
36
$1.32M 0.34%
33,125
+9,125
37
$1.29M 0.33%
22,965
+535
38
$1.2M 0.31%
31,910
+3,780
39
$1.13M 0.29%
61,200
+120
40
$1.08M 0.28%
1,637
-70
41
$1.08M 0.28%
29,660
+7,695
42
$1.07M 0.28%
3,076
-170
43
$1.06M 0.27%
6,226
-360
44
$919K 0.24%
3,530
-189
45
$918K 0.24%
7,828
+80
46
$908K 0.23%
8,135
+50
47
$904K 0.23%
3,050
-160
48
$898K 0.23%
14,050
+3,900
49
$896K 0.23%
78,138
-1,120
50
$883K 0.23%
14,355
+1,685
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