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
$333M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$3.58M
3
+$2.8M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.45M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.13M

Top Sells

1
+$3.08M
2
+$2.19M
3
+$1.97M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.91M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.17M

Sector Composition

1 Technology 2.39%
2 Consumer Staples 1.61%
3 Healthcare 1.44%
4 Energy 1.06%
5 Financials 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$253K 0.08%
520
-145
127
$250K 0.08%
+1,189
128
$247K 0.07%
27,130
-11,755
129
$243K 0.07%
3,383
130
$243K 0.07%
2,827
131
$241K 0.07%
4,995
+60
132
$236K 0.07%
2,123
-329
133
$231K 0.07%
13,595
-1,185
134
$227K 0.07%
10,215
+150
135
$225K 0.07%
+616
136
$223K 0.07%
+685
137
$223K 0.07%
+7,295
138
$219K 0.07%
2,520
139
$217K 0.07%
7,664
-410
140
$217K 0.07%
907
-355
141
$216K 0.06%
10,634
+620
142
$211K 0.06%
+6,825
143
$211K 0.06%
2,893
+135
144
$210K 0.06%
12,135
145
$209K 0.06%
+407
146
$208K 0.06%
+4,200
147
$205K 0.06%
+6,255
148
$201K 0.06%
+3,315
149
$201K 0.06%
911
-400
150
$194K 0.06%
14,375
-645
3 4 5
6
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