GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
-4.07%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$349M
AUM Growth
+$349M
(-2.2%)
Cap. Flow
+$2.54M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
66.95%
Holding
148
New
7
Increased
62
Reduced
48
Closed
4
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.69M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$521K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$421K |
| 4 |
TJX Companies
TJX
|
$398K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
$332K |
Sector Composition
| 1 | Technology | 2.85% |
| 2 | Consumer Staples | 1.58% |
| 3 | Financials | 1.43% |
| 4 | Healthcare | 1.12% |
| 5 | Energy | 1.04% |
