GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+6.66%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$357M
AUM Growth
+$357M
(+10%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
66.61%
Holding
144
New
8
Increased
85
Reduced
36
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.59M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.32M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$315K |
| 4 |
Merck
MRK
|
$298K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$214K |
Sector Composition
| 1 | Technology | 3% |
| 2 | Consumer Staples | 1.58% |
| 3 | Financials | 1.31% |
| 4 | Consumer Discretionary | 1.2% |
| 5 | Healthcare | 1.1% |
