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
$434M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$901K
3
+$799K
4
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$798K
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$798K

Top Sells

1
+$1.99M
2
+$474K
3
+$469K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$398K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$332K

Sector Composition

1 Technology 3.28%
2 Consumer Staples 1.3%
3 Financials 1.18%
4 Energy 0.99%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.57%
31,182
+825
27
$2.22M 0.51%
74,605
+965
28
$2.2M 0.51%
10,211
-708
29
$2.04M 0.47%
35,950
+4,430
30
$1.99M 0.46%
42,725
31
$1.98M 0.46%
82,690
+33,275
32
$1.94M 0.45%
33,802
-935
33
$1.91M 0.44%
10,440
-945
34
$1.85M 0.43%
81,450
+35,250
35
$1.84M 0.42%
79,307
+34,352
36
$1.76M 0.41%
14,786
-560
37
$1.69M 0.39%
38,686
-10,834
38
$1.6M 0.37%
14,238
-480
39
$1.59M 0.37%
57,400
-1,955
40
$1.58M 0.36%
37,510
41
$1.39M 0.32%
1,637
42
$1.37M 0.32%
34,625
+180
43
$1.32M 0.3%
7,998
-65
44
$1.29M 0.3%
22,015
-350
45
$1.26M 0.29%
6,226
46
$1.22M 0.28%
18,100
47
$1.15M 0.27%
59,990
-1,740
48
$1.15M 0.27%
7,170
+90
49
$1.15M 0.26%
48,198
+14,078
50
$1.14M 0.26%
45,392
+13,327
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