GAM

Gould Asset Management Portfolio holdings

AUM $539M
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$541K
3
+$321K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$306K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$281K

Top Sells

1
+$8.17M
2
+$1.63M
3
+$1.1M
4
DD icon
DuPont de Nemours
DD
+$630K
5
BND icon
Vanguard Total Bond Market
BND
+$477K

Sector Composition

1 Industrials 3.49%
2 Energy 2.49%
3 Consumer Staples 2.43%
4 Healthcare 2.09%
5 Technology 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$491K 0.26%
34,140
+3,590
52
$472K 0.25%
9,613
-300
53
$468K 0.25%
12,485
-410
54
$465K 0.25%
21,394
+765
55
$463K 0.25%
3,800
56
$456K 0.25%
12,316
-310
57
$451K 0.24%
8,555
+5
58
$439K 0.24%
10,383
+500
59
$436K 0.24%
15,355
-410
60
$435K 0.23%
3,301
61
$424K 0.23%
13,500
-435
62
$419K 0.23%
13,661
-1,059
63
$410K 0.22%
9,030
-3,305
64
$396K 0.21%
7,345
-335
65
$395K 0.21%
10,358
+20
66
$386K 0.21%
23,731
67
$384K 0.21%
8,661
68
$355K 0.19%
11,550
+780
69
$339K 0.18%
23,228
70
$337K 0.18%
5,570
-6,480
71
$306K 0.17%
+6,699
72
$301K 0.16%
6,432
73
$294K 0.16%
6,470
74
$293K 0.16%
7,753
-500
75
$289K 0.16%
2,500
-500
1 2
3
4 5