GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
-7.46%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$179M
AUM Growth
+$179M
(-9.2%)
Cap. Flow
-$2.86M
Cap. Flow
% of AUM
-1.59%
Top 10 Holdings %
Top 10 Hldgs %
68.31%
Holding
119
New
2
Increased
43
Reduced
16
Closed
11
Top Buys
| 1 |
Vanguard Extended Market ETF
VXF
|
$1.23M |
| 2 |
Vanguard Total Bond Market
BND
|
$934K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$863K |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$680K |
| 5 |
DuPont de Nemours
DD
|
$508K |
Top Sells
| 1 |
Vanguard FTSE Pacific ETF
VPL
|
$2.23M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.58M |
| 3 |
Invesco Taxable Municipal Bond ETF
BAB
|
$1.41M |
| 4 |
SPDR Gold Trust
GLD
|
$599K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$580K |
Sector Composition
| 1 | Industrials | 3.31% |
| 2 | Energy | 3.09% |
| 3 | Healthcare | 2.52% |
| 4 | Consumer Staples | 2.4% |
| 5 | Consumer Discretionary | 1.43% |
