GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+8.53%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$328M
AUM Growth
+$328M
(+11%)
Cap. Flow
+$8.99M
Cap. Flow
% of AUM
2.74%
Top 10 Holdings %
Top 10 Hldgs %
61.39%
Holding
146
New
11
Increased
54
Reduced
54
Closed
2
Top Buys
| 1 |
Vanguard Long-Term Bond ETF
BLV
|
$7.23M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.44M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.19M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$871K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$783K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.87M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.18M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$566K |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$434K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$296K |
Sector Composition
| 1 | Industrials | 2.56% |
| 2 | Technology | 2.38% |
| 3 | Consumer Staples | 2.18% |
| 4 | Healthcare | 1.92% |
| 5 | Consumer Discretionary | 1.58% |
