GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+1.83%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$434M
AUM Growth
+$434M
(+4.9%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
62.39%
Holding
169
New
6
Increased
44
Reduced
46
Closed
5
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.99M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$474K |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$469K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$398K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$332K |
Sector Composition
| 1 | Technology | 3.28% |
| 2 | Consumer Staples | 1.3% |
| 3 | Financials | 1.18% |
| 4 | Energy | 0.99% |
| 5 | Healthcare | 0.91% |
