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
$124M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$812K
3
+$262K
4
XYZ
Block Inc
XYZ
+$208K
5
JNPR
Juniper Networks
JNPR
+$138K

Top Sells

1
+$1.02M
2
+$844K
3
+$691K
4
AAPL icon
Apple
AAPL
+$159K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$158K

Sector Composition

1 Technology 16.27%
2 Financials 9.8%
3 Communication Services 6.7%
4 Industrials 5.54%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.18%
11,243
+4
27
$1.22M 0.98%
118,346
-116
28
$1.14M 0.92%
3,706
-2,251
29
$1.03M 0.83%
15,181
+60
30
$1M 0.81%
97,095
-965
31
$992K 0.8%
+2,590
32
$990K 0.8%
2,604
+9
33
$979K 0.79%
18,272
+142
34
$950K 0.77%
4,109
+24
35
$949K 0.77%
8,410
+30
36
$939K 0.76%
372
+3
37
$937K 0.76%
29,158
+8,156
38
$872K 0.7%
14,744
+195
39
$872K 0.7%
31,084
+4,918
40
$865K 0.7%
11,678
+817
41
$812K 0.66%
+25,470
42
$804K 0.65%
115,233
-21,992
43
$767K 0.62%
17,766
+4,823
44
$453K 0.37%
23,248
45
$389K 0.31%
7,917
46
$384K 0.31%
38,002
47
$323K 0.26%
1,318
-200
48
$317K 0.26%
5,031
-745
49
$263K 0.21%
2,829
-52
50
$175K 0.14%
35,635
+788
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