GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
-12.29%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$311M
AUM Growth
+$311M
(-11%)
Cap. Flow
+$6.1M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
63.27%
Holding
157
New
13
Increased
61
Reduced
50
Closed
15
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$8.55M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.39M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.78M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.73M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.02M |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$3.52M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$3.19M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.35M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.76M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.45M |
Sector Composition
| 1 | Technology | 2.7% |
| 2 | Consumer Staples | 1.66% |
| 3 | Healthcare | 1.43% |
| 4 | Financials | 1.16% |
| 5 | Energy | 1.08% |
