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
-$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$65.6K
3
+$64K
4
GILD icon
Gilead Sciences
GILD
+$51.9K
5
COST icon
Costco
COST
+$51K

Top Sells

1
+$1.94M
2
+$577K
3
+$138K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$121K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$114K

Sector Composition

1 Technology 12.64%
2 Financials 11.58%
3 Communication Services 7%
4 Healthcare 6.48%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.41%
160,763
-423
27
$1.8M 1.27%
9,312
+99
28
$1.59M 1.12%
12,072
+33
29
$1.48M 1.05%
2,941
+67
30
$1.44M 1.02%
2,133
+43
31
$1.4M 0.98%
45,560
-352
32
$1.13M 0.79%
7,551
+175
33
$1.12M 0.79%
5,006
+115
34
$1.08M 0.76%
16,653
+420
35
$1.06M 0.75%
4,044
+113
36
$1.05M 0.74%
26,473
+757
37
$1.05M 0.74%
28,764
+1,026
38
$1.03M 0.73%
83,601
-1,607
39
$1.02M 0.72%
21,022
+744
40
$997K 0.7%
9,994
+243
41
$930K 0.66%
14,028
+453
42
$906K 0.64%
13,201
+756
43
$905K 0.64%
150,649
+10,647
44
$462K 0.33%
23,248
45
$417K 0.29%
35,519
-94
46
$371K 0.26%
4,964
47
$364K 0.26%
6,461
-750
48
$340K 0.24%
1,103
-166
49
$286K 0.2%
2,316
+206
50
$263K 0.19%
310
+60
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