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
$241M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$5.58M
3
+$3.29M
4
BND icon
Vanguard Total Bond Market
BND
+$1.93M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.52M

Top Sells

1
+$3.32M
2
+$2.84M
3
+$2.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.36M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$1.01M

Sector Composition

1 Industrials 3.32%
2 Healthcare 2.49%
3 Energy 1.74%
4 Consumer Staples 1.7%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-981
152
– –
-2,938
153
– –
-9,870
154
– –
-2,549
155
– –
-32,325
3 4 5 6
7