GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
-1.68%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$228M
AUM Growth
+$228M
(-1.1%)
Cap. Flow
+$1.98M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
62.82%
Holding
150
New
12
Increased
70
Reduced
36
Closed
10
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.02M |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
$1.69M |
| 3 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.66M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.51M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$992K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.76M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.06M |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$1.69M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.19M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$752K |
Sector Composition
| 1 | Industrials | 4.3% |
| 2 | Healthcare | 2.5% |
| 3 | Consumer Staples | 2.05% |
| 4 | Technology | 1.5% |
| 5 | Energy | 1.5% |
