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
$354M
AUM Growth
-$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$4.47M
2 +$3.03M
3 +$1.29M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.01M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$894K

Sector Composition

1 Technology 2.9%
2 Consumer Staples 1.41%
3 Healthcare 1.08%
4 Financials 0.96%
5 Energy 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,335