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
$311M
AUM Growth
-$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$8.55M
2 +$3.39M
3 +$1.78M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.73M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.02M

Top Sells

1 +$3.52M
2 +$3.19M
3 +$2.35M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.76M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.45M

Sector Composition

1 Technology 2.7%
2 Consumer Staples 1.66%
3 Healthcare 1.43%
4 Financials 1.16%
5 Energy 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$222K 0.07%
+5,201
127
$216K 0.07%
14,780
128
$214K 0.07%
10,065
+35
129
$213K 0.07%
1,972
-220
130
$211K 0.07%
21,525
+6,400
131
$209K 0.07%
15,020
+850
132
$209K 0.07%
1,635
-750
133
$207K 0.07%
11,420
-760
134
$203K 0.07%
603
135
$200K 0.06%
+616
136
$179K 0.06%
15,436
+280
137
$173K 0.06%
14,795
+100
138
$162K 0.05%
63,275
+11,890
139
$155K 0.05%
47,394
-4
140
$150K 0.05%
38,627
+3,977
141
$117K 0.04%
23,866
+1,554
142
$16K 0.01%
32,840
143
-5,682
144
-390
145
-5,340
146
-4,160
147
-1,500
148
-1,185
149
-1,396
150
-860