GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+1.08%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$195M
AUM Growth
+$195M
(+5.1%)
Cap. Flow
+$7.1M
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
68.7%
Holding
117
New
12
Increased
57
Reduced
33
Closed
4
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.93M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.18M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$639K |
| 4 |
Vanguard Total Bond Market
BND
|
$486K |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$477K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.99M |
| 2 |
iShares MSCI Taiwan ETF
EWT
|
$606K |
| 3 |
Vanguard Extended Market ETF
VXF
|
$564K |
| 4 |
IBM
IBM
|
$557K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$466K |
Sector Composition
| 1 | Industrials | 3.71% |
| 2 | Energy | 2.58% |
| 3 | Consumer Staples | 2.51% |
| 4 | Healthcare | 2.31% |
| 5 | Consumer Discretionary | 1.47% |
