GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+5.8%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$333M
AUM Growth
+$333M
(+13%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
6.39%
Top 10 Holdings %
Top 10 Hldgs %
60.22%
Holding
162
New
31
Increased
54
Reduced
59
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$7.62M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$3.58M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$2.8M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.45M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.13M |
Top Sells
Sector Composition
| 1 | Technology | 2.39% |
| 2 | Consumer Staples | 1.61% |
| 3 | Healthcare | 1.44% |
| 4 | Energy | 1.06% |
| 5 | Financials | 0.96% |
