GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
-11.73%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$262M
AUM Growth
+$262M
(-13%)
Cap. Flow
+$5.58M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
68%
Holding
149
New
3
Increased
30
Reduced
60
Closed
24
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$10.5M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$6.49M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$631K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$546K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$458K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.68M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.66M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$1.4M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$895K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$734K |
Sector Composition
| 1 | Industrials | 2.31% |
| 2 | Healthcare | 2.08% |
| 3 | Consumer Staples | 1.87% |
| 4 | Technology | 1.7% |
| 5 | Consumer Discretionary | 1.34% |
