GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+9.86%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$267M
AUM Growth
+$267M
(+11%)
Cap. Flow
+$3.74M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
64.6%
Holding
140
New
13
Increased
43
Reduced
37
Closed
4
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.17M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$840K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$669K |
| 4 |
Vanguard Total Bond Market
BND
|
$575K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$574K |
Sector Composition
| 1 | Industrials | 3.62% |
| 2 | Healthcare | 2.38% |
| 3 | Energy | 1.78% |
| 4 | Consumer Staples | 1.68% |
| 5 | Consumer Discretionary | 1.51% |
