GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
-0.52%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.12%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$73M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$9.81M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$8.69M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$5.35M |
| 5 |
SPDR Gold Trust
GLD
|
$4.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 3.08% |
| 2 | Industrials | 2.68% |
| 3 | Healthcare | 2.23% |
| 4 | Consumer Staples | 1.53% |
| 5 | Consumer Discretionary | 1.04% |
