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
$207M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Sells

1 +$1.56M
2 +$1.13M
3 +$548K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$498K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$423K

Sector Composition

1 Industrials 4.29%
2 Healthcare 2.57%
3 Consumer Staples 2.44%
4 Energy 1.83%
5 Technology 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$107K 0.05%
+15,000
127
-4,488
128
-2,735
129
-2,526
130
-2,450
131
-15,001