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
$130M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.18M
3
+$3.31M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
5
PSA icon
Public Storage
PSA
+$2.83M

Top Sells

1
+$9.76M
2
+$9.25M
3
+$3.37M
4
AES icon
AES
AES
+$3.06M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M

Sector Composition

1 Technology 14.93%
2 Financials 9.57%
3 Communication Services 6.47%
4 Industrials 4.98%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.12%
123,887
+32,691
27
$1.39M 1.07%
6,562
+3,789
28
$1.34M 1.03%
147,818
+121,603
29
$1.21M 0.93%
11,672
+2,667
30
$1.2M 0.92%
100,175
-1,096
31
$1.01M 0.78%
+18,484
32
$994K 0.77%
8,796
-1,560
33
$980K 0.76%
19,582
-4,279
34
$949K 0.73%
15,720
+7,122
35
$937K 0.72%
4,156
-808
36
$932K 0.72%
2,697
+2,587
37
$922K 0.71%
375
-134
38
$885K 0.68%
+25,704
39
$871K 0.67%
8,356
+919
40
$849K 0.65%
12,366
+5,972
41
$832K 0.64%
14,465
-3,018
42
$786K 0.61%
11,418
-2,715
43
$684K 0.53%
18,964
+1,911
44
$498K 0.38%
23,248
45
$441K 0.34%
38,228
-635
46
$396K 0.31%
7,917
+852
47
$380K 0.29%
1,613
-1,903
48
$356K 0.27%
3,570
-92,824
49
$354K 0.27%
5,560
-462
50
$236K 0.18%
40,786
+5,956
1
2
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