GC
Gould Capital Portfolio holdings
AUM $143M
This Quarter Return
+0.85%
1 Year Return
+8.67%
3 Year Return
+26.1%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
-$610K (-0.4%)
Cap. Flow
-$1.36M
Cap. Flow % of AUM
-0.95%
Top 10 Holdings %Top 10 Hldgs %
49.55%
Holding
226
New
10
Increased
45
Reduced
48
Closed
11
Top Buys
| 1 | $2.78M | |
| 2 | $1.8M | |
| 3 | $1.38M | |
| 4 | $1.08M | |
| 5 | $956K |
Top Sells
| 1 | $3.09M | |
| 2 | $2.27M | |
| 3 | $1.19M | |
| 4 | $1.08M | |
| 5 | $943K |
Sector Composition
| 1 | Technology | 11.61% |
| 2 | Financials | 9.41% |
| 3 | Communication Services | 6.18% |
| 4 | Consumer Discretionary | 5.49% |
| 5 | Industrials | 5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -1,662 | Closed | -$34.3K |
