GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+5.38%
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
(+5.5%)
Cap. Flow
+$5.25M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
64.47%
Holding
162
New
5
Increased
37
Reduced
59
Closed
9
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.55M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$5.17M |
| 3 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
$3.69M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.05M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$847K |
Top Sells
Sector Composition
| 1 | Technology | 2.75% |
| 2 | Consumer Staples | 1.4% |
| 3 | Healthcare | 1.11% |
| 4 | Energy | 1.01% |
| 5 | Financials | 0.86% |
