GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+1.82%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$189M
AUM Growth
+$189M
(+10%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
7.71%
Top 10 Holdings %
Top 10 Hldgs %
69.23%
Holding
97
New
11
Increased
61
Reduced
13
Closed
1
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$8.66M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.52M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$1.4M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$975K |
| 5 |
Vanguard Total Bond Market
BND
|
$828K |
Top Sells
| 1 |
Vanguard Extended Market ETF
VXF
|
$4.33M |
| 2 |
SPDR Gold Trust
GLD
|
$3.24M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
$453K |
| 4 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$382K |
| 5 |
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
|
$361K |
Sector Composition
| 1 | Energy | 4.22% |
| 2 | Industrials | 3.35% |
| 3 | Healthcare | 1.82% |
| 4 | Consumer Staples | 1.81% |
| 5 | Consumer Discretionary | 1.01% |
