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
$351M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.75%
2 Consumer Staples 1.4%
3 Healthcare 1.11%
4 Energy 1.01%
5 Financials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$119K 0.03%
93,090
152
$33.3K 0.01%
+14,414
153
$9.2K ﹤0.01%
32,840
154
-911
155
-407
156
-62,230
157
-9,475
158
-1,189
159
-2,409
160
-7,295
161
-10,460
162
-4,200