GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$914K
3 +$141K
4
ADBE icon
Adobe
ADBE
+$116K
5
SBUX icon
Starbucks
SBUX
+$115K

Top Sells

1 +$2.27M
2 +$70.3K
3 +$49.7K
4
KO icon
Coca-Cola
KO
+$48K
5
AZO icon
AutoZone
AZO
+$43.2K

Sector Composition

1 Technology 13.35%
2 Financials 10.57%
3 Industrials 5.25%
4 Utilities 4.77%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
10
227
$0 ﹤0.01%
2
228
$0 ﹤0.01%
10
229
-10
230
$0 ﹤0.01%
2
231
$0 ﹤0.01%
7
232
$0 ﹤0.01%
5
233
$0 ﹤0.01%
3
234
$0 ﹤0.01%
1
235
-1,000
236
$0 ﹤0.01%
2
237
$0 ﹤0.01%
5