GAM
Gould Asset Management Portfolio holdings
AUM
$576M
1-Year Est. Return
12.34%
This Fund
S&P 500
1 Year Est. Return
+12.34%
AUM
$564M
AUM Growth
+$25.7M
(+4.8%)
Holding
177
Top Buys
| 1 | +$10.9M | |
| 2 | +$2.73M | |
| 3 | +$2.1M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.94M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.48M |
Top Sells
| 1 | +$2.12M | |
| 2 | +$2.04M | |
| 3 | +$1.32M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$737K |
| 5 |
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
|
+$512K |
Sector Composition
| 1 | Technology | 3.65% |
| 2 | Financials | 1.37% |
| 3 | Energy | 1.02% |
| 4 | Consumer Staples | 0.99% |
| 5 | Healthcare | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Duke Energy
DUK
$96.8B
| – | – |
-1,666
|
|
||
177
Walt Disney
DIS
$188B
| – | – |
-2,520
|
|