GAM

Gould Asset Management Portfolio holdings

AUM $511M
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
-$952K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$597K
3 +$397K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$350K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$325K

Sector Composition

1 Industrials 3.51%
2 Healthcare 2.24%
3 Consumer Staples 2.22%
4 Energy 2.04%
5 Technology 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,245
102
-9,540
103
-28,878
104
-3,320
105
-16,152