GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
-1.52%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$197M
AUM Growth
+$197M
(-3%)
Cap. Flow
-$1.95M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
66.38%
Holding
123
New
13
Increased
42
Reduced
28
Closed
6
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.67M |
| 2 |
iShares Gold Trust
IAU
|
$1.45M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.31M |
| 4 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$1.24M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$1.14M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$5.07M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.32M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.61M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$1.57M |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
$1.53M |
Sector Composition
| 1 | Energy | 3.63% |
| 2 | Industrials | 3.57% |
| 3 | Healthcare | 2.49% |
| 4 | Consumer Staples | 2.27% |
| 5 | Consumer Discretionary | 1.31% |
