GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+4.98%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$251M
AUM Growth
+$251M
(+8.2%)
Cap. Flow
+$7.92M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
63.41%
Holding
149
New
11
Increased
66
Reduced
41
Closed
6
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.4M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.18M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
$642K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$602K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$333K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$632K |
| 2 |
Verizon
VZ
|
$291K |
| 3 |
Gilead Sciences
GILD
|
$241K |
| 4 |
Chubb
CB
|
$233K |
| 5 |
Nutrien
NTR
|
$213K |
Sector Composition
| 1 | Industrials | 4.01% |
| 2 | Healthcare | 2.86% |
| 3 | Consumer Staples | 1.78% |
| 4 | Technology | 1.69% |
| 5 | Energy | 1.58% |
