GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+4.41%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$231M
AUM Growth
+$231M
(+3.7%)
Cap. Flow
-$1.29M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
63.56%
Holding
147
New
11
Increased
51
Reduced
60
Closed
9
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.59M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.34M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$569K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$435K |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$384K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.42M |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
$1.93M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$1.82M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$362K |
| 5 |
VALE.P
Vale S A
VALE.P
|
$301K |
Sector Composition
| 1 | Industrials | 4.25% |
| 2 | Healthcare | 2.42% |
| 3 | Consumer Staples | 2.18% |
| 4 | Energy | 1.69% |
| 5 | Consumer Discretionary | 1.34% |
