GC
Gould Capital Portfolio holdings
AUM
$150M
1-Year Est. Return
14.08%
1 Year Est. Return
+14.08%
AUM
$143M
AUM Growth
-$610K
(-0.42%)
Holding
226
Top Buys
| 1 | +$2.78M | |
| 2 | +$1.8M | |
| 3 | +$1.38M | |
| 4 |
Devon Energy
DVN
|
+$1.08M |
| 5 |
Dell
DELL
|
+$956K |
Top Sells
| 1 | +$3.09M | |
| 2 | +$2.27M | |
| 3 | +$1.19M | |
| 4 |
Micron Technology
MU
|
+$1.08M |
| 5 |
SPDR Gold Trust
GLD
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Sanofi
SNY
$121B
| – | – |
-307
|
|