GAM

Gould Asset Management Portfolio holdings

AUM $539M
1-Year Est. Return 10.67%
This Quarter Est. Return
1 Year Est. Return
+10.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$2.53M
3
+$2.31M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.21M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.91M

Top Sells

1
+$3.28M
2
+$955K
3
+$779K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$571K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$501K

Sector Composition

1 Technology 3.26%
2 Financials 1.35%
3 Consumer Staples 1.28%
4 Energy 1.24%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.25%
3,356
+50
52
$1.19M 0.25%
3,406
-4
53
$1.17M 0.24%
19,071
+3,435
54
$1.17M 0.24%
9,809
+148
55
$1.16M 0.24%
6,930
+5
56
$1.14M 0.24%
7,615
-246
57
$1.02M 0.21%
7,561
-297
58
$1.01M 0.21%
7,805
-485
59
$983K 0.2%
5,689
-330
60
$962K 0.2%
48,615
-3,045
61
$919K 0.19%
20,313
-1,615
62
$919K 0.19%
1,677
-28
63
$913K 0.19%
8,660
+300
64
$887K 0.18%
1,693
65
$875K 0.18%
4,600
+469
66
$866K 0.18%
77,195
+1,940
67
$865K 0.18%
1,501
+53
68
$850K 0.18%
2,720
+5
69
$845K 0.17%
1,587
+83
70
$844K 0.17%
7,597
-50
71
$812K 0.17%
17,104
+1,867
72
$808K 0.17%
15,563
-540
73
$801K 0.17%
19,665
-1,825
74
$784K 0.16%
4,598
-56
75
$778K 0.16%
20,245
+150
1 2
3
4 5