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
$139M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.71M
3
+$1.43M
4
XYZ
Block Inc
XYZ
+$1.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M

Top Sells

1
+$2.98M
2
+$1.95M
3
+$1.4M
4
SSNC icon
SS&C Technologies
SSNC
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Technology 15.11%
2 Financials 9.33%
3 Industrials 5.98%
4 Communication Services 5.64%
5 Utilities 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.11%
9,480
+720
27
$1.5M 1.08%
102,539
-2,136
28
$1.37M 0.98%
10,085
+9,935
29
$1.21M 0.87%
81,611
+28,811
30
$1.16M 0.84%
4,815
+531
31
$1.15M 0.83%
8,715
-1,044
32
$1.15M 0.83%
5,189
+514
33
$1.12M 0.8%
+25,231
34
$1.1M 0.79%
539
-228
35
$1.1M 0.79%
+10,845
36
$1.09M 0.78%
18,128
+976
37
$1.06M 0.76%
3,444
-16
38
$1.06M 0.76%
+2,581
39
$1.03M 0.74%
19,320
+531
40
$1.02M 0.73%
8,066
+1,032
41
$971K 0.7%
12,472
-2,027
42
$969K 0.7%
14,551
+4,070
43
$852K 0.61%
3,831
+50
44
$750K 0.54%
23,248
45
$676K 0.49%
37,479
+22,413
46
$544K 0.39%
40,712
-1,628
47
$419K 0.3%
1,596
-873
48
$370K 0.27%
5,364
+69
49
$319K 0.23%
5,910
+690
50
$263K 0.19%
28,562
+5,447
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