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
$324M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.29M
3 +$933K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$373K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$357K

Top Sells

1 +$7.09M
2 +$3.93M
3 +$3.06M
4
MCD icon
McDonald's
MCD
+$2.57M
5
TGT icon
Target
TGT
+$1.47M

Sector Composition

1 Technology 2.52%
2 Consumer Staples 1.31%
3 Financials 1.18%
4 Consumer Discretionary 1.02%
5 Energy 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-17,150
152
-17,150
153
-6,232