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GAM

Gould Asset Management Portfolio holdings

AUM $576M
1-Year Est. Return 12.34%
This Fund
S&P 500
This Quarter Est. Return
+3.24%
1 Year Est. Return
+12.34%
3 Year Est. Return
+37.57%
5 Year Est. Return
+36.55%
10 Year Est. Return
+130.66%
AUM
$222M
AUM Growth
+$15.1M
Cap. Flow
+$8.41M
Cap. Flow %
3.78%
Top 10 Hldgs %
63.71%
Holding
138
New
11
Increased
49
Reduced
24
Closed
2

Sector Composition

Rank Sector Weight
1 Industrials 4.22%
2 Healthcare 2.47%
3 Consumer Staples 2.27%
4 Energy 2.02%
5 Technology 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$89M 40.04%
354,326
-7,849
-2% -$1.94M
IVV icon
2
iShares Core S&P 500 ETF
IVV
$876B
$9.92M 4.46%
39,215
+1,055
+3% +$262K
EFA icon
3
iShares MSCI EAFE ETF
EFA
$76.4B
$8.82M 3.97%
128,777
+13,300
+12% +$889K
VNQ icon
4
Vanguard Real Estate ETF
VNQ
$39.9B
$7.99M 3.59%
96,124
+2,401
+3% +$201K
VXF icon
5
Vanguard Extended Market ETF
VXF
$30.3B
$5.88M 2.64%
54,836
+1,260
+2% +$130K
VCSH icon
6
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$5.74M 2.58%
71,630
+966
+1% +$77.4K
MMM icon
7
3M
MMM
$89B
$4.43M 1.99%
25,257
-24
-0.1% -$4.16K
VPL icon
8
Vanguard FTSE Pacific ETF
VPL
$8.05B
$3.75M 1.69%
54,925
+11,495
+26% +$773K
VEA icon
9
Vanguard FTSE Developed Markets ETF
VEA
$226B
$3.17M 1.43%
72,993
+3,035
+4% +$129K
BLV icon
10
Vanguard Long-Term Bond ETF
BLV
$5.75B
$2.94M 1.32%
31,345
+19,030
+155% +$1.78M
MDY icon
11
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$2.6M 1.17%
7,970
SABA
12
Saba Capital Income & Opportunities Fund II
SABA
$220M
$2.34M 1.05%
173,733
+6,913
+4% +$92.5K
VCLT icon
13
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$2.29M 1.03%
24,276
+2,782
+13% +$260K
GLD icon
14
SPDR Gold Trust
GLD
$131B
$2.23M 1%
18,319
-195
-1% -$23.7K
MCD icon
15
McDonald's
MCD
$188B
$2.23M 1%
14,216
-43
-0.3% -$6.74K
STIP icon
16
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$2.15M 0.96%
21,371
+9,275
+77% +$932K
VWO icon
17
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.86M 0.84%
42,786
-2,575
-6% -$111K
BND icon
18
Vanguard Total Bond Market
BND
$157B
$1.77M 0.8%
21,628
-835
-4% -$68.5K
DVY icon
19
iShares Select Dividend ETF
DVY
$24B
$1.58M 0.71%
16,885
-2,545
-13% -$235K
JNK icon
20
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$1.56M 0.7%
13,908
+1,280
+10% +$143K
BAB icon
21
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$1.55M 0.7%
51,201
+1,998
+4% +$60.6K
VMBS icon
22
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$1.49M 0.67%
28,315
+4,155
+17% +$219K
PEP icon
23
PepsiCo
PEP
$186B
$1.49M 0.67%
13,366
+646
+5% +$74.6K
MRK icon
24
Merck
MRK
$324B
$1.47M 0.66%
23,975
+567
+2% +$34.4K
VTIP icon
25
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$1.35M 0.61%
27,340
+7,222
+36% +$357K

Similar funds

Gould Asset Management's Q3 2017 Portfolio in Review

As of Q3 2017, Gould Asset Management held 138 positions worth $222M, up 7.3% from $207M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Gould Asset Management deployed $8.41M of net new capital in Q3 2017, opening 11 new positions and adding to 49 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 8,896 shares worth $1.11M.

By sector, the portfolio is most concentrated in Industrials at 4.2% of assets, down from 4.3% a quarter earlier, followed by Healthcare and Consumer Staples.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $1.94M trimmed.

  • Gould Asset Management's largest Q3 2017 buy was iShares 20+ Year Treasury Bond ETF: 8,896 shares worth $1.11M.
  • Gould Asset Management added most to Vanguard Long-Term Bond ETF in Q3 2017, an estimated $1.78M increase.
  • Gould Asset Management's biggest Q3 2017 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.94M.
  • Gould Asset Management fully exited Oneok Partners LP in Q3 2017, selling an estimated $656K.
  • Gould Asset Management's ten largest holdings make up 64% of its $222M portfolio in Q3 2017.
  • Gould Asset Management opened 11 new positions and closed 2 in Q3 2017.
  • Gould Asset Management's portfolio value rose 7.3% quarter-over-quarter to $222M.

Based on Gould Asset Management's 13F filing for Q3 2017, filed 9 Nov 2017.