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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.15M
3
+$1.07M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$985K

Top Sells

1
+$1.48M
2
+$1.34M
3
+$1.3M
4
INTC icon
Intel
INTC
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M

Sector Composition

1 Technology 13.82%
2 Financials 11.74%
3 Communication Services 6.51%
4 Industrials 5.91%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.38%
161,186
+42,836
27
$1.66M 1.17%
9,213
-1,771
28
$1.42M 1%
12,039
-2,766
29
$1.4M 0.98%
2,874
-762
30
$1.28M 0.9%
+45,912
31
$1.27M 0.89%
2,090
-449
32
$1.18M 0.83%
9,751
+2,794
33
$1.18M 0.83%
7,376
-879
34
$1.17M 0.82%
16,233
+1,565
35
$1.15M 0.81%
+4,891
36
$1.15M 0.81%
25,716
-3,060
37
$1.1M 0.77%
3,931
-132
38
$1.07M 0.75%
+13,575
39
$1.04M 0.73%
85,208
-2,490
40
$1.03M 0.72%
27,738
-634
41
$986K 0.69%
20,278
+2,178
42
$931K 0.66%
140,002
+23,769
43
$912K 0.64%
12,445
+1,802
44
$450K 0.32%
23,248
45
$408K 0.29%
35,613
-383
46
$401K 0.28%
7,211
-105
47
$381K 0.27%
1,269
-30
48
$365K 0.26%
4,964
-55
49
$212K 0.15%
37,975
+1,490
50
$198K 0.14%
4,724
+144
1
2
3 4 5