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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
$165M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.09M
3
+$2.44M
4
BND icon
Vanguard Total Bond Market
BND
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1
+$3.52M
2
+$2.97M
3
+$2.94M
4
CAT icon
Caterpillar
CAT
+$2.06M
5
LRCX icon
Lam Research
LRCX
+$1.84M

Sector Composition

1 Technology 9.87%
2 Financials 8.61%
3 Communication Services 7.23%
4 Industrials 5.57%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DELL icon
26
Dell
DELL
$254B
$2.01M 1.22%
12,271
+1,103
NVDA icon
27
NVIDIA
NVDA
$4.96T
$2.01M 1.22%
11,540
-2,002
DVN icon
28
Devon Energy
DVN
$51.5B
$1.92M 1.16%
38,241
+6,240
PWR icon
29
Quanta Services
PWR
$103B
$1.89M 1.15%
3,449
-448
AMZN icon
30
Amazon
AMZN
$2.6T
$1.89M 1.14%
9,079
+533
NFLX icon
31
Netflix
NFLX
$342B
$1.74M 1.05%
18,052
+2,704
LRCX icon
32
Lam Research
LRCX
$453B
$1.7M 1.03%
7,934
-8,212
GILD icon
33
Gilead Sciences
GILD
$156B
$1.69M 1.03%
12,160
-1,226
TMUS icon
34
T-Mobile US
TMUS
$201B
$1.61M 0.97%
7,644
+3,390
META icon
35
Meta Platforms (Facebook)
META
$1.44T
$1.51M 0.91%
2,641
+384
V icon
36
Visa
V
$607B
$1.42M 0.86%
4,710
+511
RMBS icon
37
Rambus
RMBS
$15.6B
$1.36M 0.82%
15,760
-2,627
APO icon
38
Apollo Global Management
APO
$77.2B
$1.19M 0.72%
10,674
+1,795
VEEV icon
39
Veeva Systems
VEEV
$26.2B
$1.16M 0.7%
6,580
+2,105
RKT icon
40
Rocket Companies
RKT
$38B
$1.12M 0.68%
78,751
-16,415
IBIT icon
41
iShares Bitcoin Trust
IBIT
$49.2B
$993K 0.6%
25,847
+8,288
NZF icon
42
Nuveen Municipal Credit Income Fund
NZF
$2.46B
$848K 0.51%
69,591
-3,574
BNDW icon
43
Vanguard Total World Bond ETF
BNDW
$1.88B
$652K 0.39%
9,542
+683
COLB icon
44
Columbia Banking Systems
COLB
$8.92B
$636K 0.39%
23,204
-24
IAU icon
45
iShares Gold Trust
IAU
$65.4B
$383K 0.23%
4,350
-219
AOA icon
46
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.13B
$333K 0.2%
3,764
-200
NAD icon
47
Nuveen Quality Municipal Income Fund
NAD
$2.8B
$330K 0.2%
28,689
-685
VXUS icon
48
Vanguard Total International Stock ETF
VXUS
$152B
$301K 0.18%
3,906
+180
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$4.36T
$239K 0.14%
832
-34
ESGD icon
50
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$180K 0.11%
1,887
+30
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