GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+2.63%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$277M
AUM Growth
+$277M
(+3.6%)
Cap. Flow
+$3.06M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
65.08%
Holding
148
New
12
Increased
53
Reduced
33
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$926K |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$818K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$552K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$354K |
| 5 |
Visa
V
|
$348K |
Top Sells
Sector Composition
| 1 | Industrials | 3.26% |
| 2 | Healthcare | 2.3% |
| 3 | Consumer Staples | 1.89% |
| 4 | Energy | 1.72% |
| 5 | Consumer Discretionary | 1.53% |
