GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+1.2%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$232M
AUM Growth
+$232M
(+1.5%)
Cap. Flow
+$2.25M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
64.55%
Holding
150
New
10
Increased
38
Reduced
62
Closed
12
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.24M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.16M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$988K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$614K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$528K |
Top Sells
Sector Composition
| 1 | Industrials | 3.72% |
| 2 | Healthcare | 2.67% |
| 3 | Consumer Staples | 1.83% |
| 4 | Energy | 1.59% |
| 5 | Technology | 1.57% |
