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
$131M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$67.3K
3
+$42.1K
4
XYZ
Block Inc
XYZ
+$38.4K
5
FM
iShares Frontier and Select EM ETF
FM
+$36.1K

Top Sells

1
+$871K
2
+$349K
3
+$259K
4
MSFT icon
Microsoft
MSFT
+$216K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$216K

Sector Composition

1 Technology 15.59%
2 Financials 9.08%
3 Communication Services 6.98%
4 Industrials 5.17%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.31%
5,957
-605
27
$1.7M 1.3%
137,225
-10,593
28
$1.47M 1.12%
11,239
-433
29
$1.39M 1.06%
118,462
-5,425
30
$1.14M 0.87%
98,060
-2,115
31
$1.14M 0.87%
2,595
-102
32
$1.06M 0.81%
8,380
-416
33
$1.02M 0.78%
18,862
-720
34
$1M 0.77%
11,239
-179
35
$977K 0.75%
18,130
-354
36
$970K 0.74%
4,085
-71
37
$954K 0.73%
15,121
-599
38
$920K 0.7%
369
-6
39
$867K 0.66%
14,549
+84
40
$862K 0.66%
12,943
+577
41
$837K 0.64%
10,861
+10,710
42
$820K 0.63%
26,166
+462
43
$694K 0.53%
21,002
+2,038
44
$471K 0.36%
23,248
45
$428K 0.33%
38,002
-226
46
$407K 0.31%
7,917
47
$386K 0.3%
1,518
-95
48
$383K 0.29%
5,776
+216
49
$282K 0.22%
2,881
-689
50
$193K 0.15%
34,847
-5,939
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