GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+3.25%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$204M
AUM Growth
+$204M
(-1.6%)
Cap. Flow
-$8.08M
Cap. Flow
% of AUM
-3.97%
Top 10 Holdings %
Top 10 Hldgs %
69.19%
Holding
116
New
14
Increased
41
Reduced
37
Closed
9
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.42M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.31M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.07M |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
$697K |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$470K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$8.06M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.42M |
| 3 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
$1.36M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$773K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$763K |
Sector Composition
| 1 | Energy | 4.23% |
| 2 | Industrials | 3.48% |
| 3 | Consumer Staples | 2.4% |
| 4 | Healthcare | 2.26% |
| 5 | Consumer Discretionary | 1.16% |
