GAM
Gould Asset Management Portfolio holdings
AUM
$511M
This Quarter Return
+0.05%
1 Year Return
+11.2%
3 Year Return
+35.92%
5 Year Return
+52.23%
10 Year Return
+114.52%
AUM
$485M
AUM Growth
+$485M
(+2.1%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
62.93%
Holding
169
New
5
Increased
53
Reduced
45
Closed
8
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$5.66M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.53M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.31M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$2.21M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.91M |
Top Sells
Sector Composition
| 1 | Technology | 3.26% |
| 2 | Financials | 1.35% |
| 3 | Consumer Staples | 1.28% |
| 4 | Energy | 1.24% |
| 5 | Healthcare | 0.9% |
