GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
-0.96%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$475M
AUM Growth
+$475M
(+1.7%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
61.49%
Holding
173
New
9
Increased
72
Reduced
45
Closed
9
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$3.03M |
| 2 |
Apple
AAPL
|
$2.37M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.27M |
| 4 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
$2M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.88M |
Top Sells
Sector Composition
| 1 | Technology | 3.75% |
| 2 | Financials | 1.32% |
| 3 | Consumer Staples | 1.29% |
| 4 | Energy | 1.17% |
| 5 | Healthcare | 0.86% |
