GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+5.96%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$351M
AUM Growth
+$351M
(+7.3%)
Cap. Flow
+$2.33M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
61.84%
Holding
158
New
4
Increased
54
Reduced
44
Closed
6
Top Buys
Top Sells
| 1 |
Vanguard Long-Term Bond ETF
BLV
|
$3.1M |
| 2 |
iShares Gold Trust
IAU
|
$2.28M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.07M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$792K |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$711K |
Sector Composition
| 1 | Industrials | 2.76% |
| 2 | Technology | 2.63% |
| 3 | Consumer Staples | 2.2% |
| 4 | Healthcare | 1.86% |
| 5 | Consumer Discretionary | 1.69% |
