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GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
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%
2
227
$0 ﹤0.01%
7
228
$0 ﹤0.01%
5
229
$0 ﹤0.01%
+8
230
$0 ﹤0.01%
10
231
$0 ﹤0.01%
10
232
– –
-10
233
$0 ﹤0.01%
2
234
$0 ﹤0.01%
5
235
$0 ﹤0.01%
3
236
$0 ﹤0.01%
1
237
– –
-1,000
6 7 8 9
10