GC

Gould Capital Portfolio holdings

AUM $150M
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$1.25M
3 +$1.22M
4
APO icon
Apollo Global Management
APO
+$1.19M
5
OC icon
Owens Corning
OC
+$1.16M

Top Sells

1 +$3.15M
2 +$1.4M
3 +$1.19M
4
UNP icon
Union Pacific
UNP
+$1.15M
5
RNR icon
RenaissanceRe
RNR
+$1.12M

Sector Composition

1 Financials 10.37%
2 Technology 10.31%
3 Communication Services 6.58%
4 Healthcare 6.44%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,006
227
-16,653
228
-60