GAM

Gould Asset Management Portfolio holdings

AUM $511M
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$701K
2 +$606K
3 +$347K
4
TXN icon
Texas Instruments
TXN
+$299K
5
VALE.P
Vale S A
VALE.P
+$289K

Top Sells

1 +$6.93M
2 +$1.5M
3 +$945K
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$566K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$471K

Sector Composition

1 Industrials 4.16%
2 Energy 2.53%
3 Healthcare 2.44%
4 Consumer Staples 2.31%
5 Technology 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-14,829
127
-9,800