GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+13.83%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$285M
AUM Growth
+$285M
(+8.8%)
Cap. Flow
-$12.1M
Cap. Flow
% of AUM
-4.26%
Top 10 Holdings %
Top 10 Hldgs %
65.18%
Holding
137
New
12
Increased
26
Reduced
61
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$23.5M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$9.31M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.57M |
| 4 |
Alerian MLP ETF
AMLP
|
$2.45M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.57M |
Sector Composition
| 1 | Industrials | 2.46% |
| 2 | Technology | 2.02% |
| 3 | Consumer Staples | 2.01% |
| 4 | Healthcare | 1.94% |
| 5 | Consumer Discretionary | 1.51% |
