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
$152M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.25M
3
+$1.22M
4
APO icon
Apollo Global Management
APO
+$1.19M
5
OC icon
Owens Corning
OC
+$1.16M

Top Sells

1
+$3.15M
2
+$1.4M
3
+$1.19M
4
UNP icon
Union Pacific
UNP
+$1.15M
5
RNR icon
RenaissanceRe
RNR
+$1.12M

Sector Composition

1 Financials 10.37%
2 Technology 10.31%
3 Communication Services 6.58%
4 Healthcare 6.44%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.48%
167,904
+7,141
27
$1.88M 1.24%
150,330
-319
28
$1.73M 1.14%
9,279
-33
29
$1.65M 1.08%
2,877
-64
30
$1.5M 0.99%
2,117
-16
31
$1.39M 0.91%
13,399
+1,327
32
$1.36M 0.9%
7,595
+44
33
$1.35M 0.89%
16,128
+2,927
34
$1.25M 0.82%
+4,209
35
$1.23M 0.81%
26,844
+371
36
$1.22M 0.81%
+6,217
37
$1.19M 0.79%
+9,559
38
$1.19M 0.78%
6,749
+6,560
39
$1.15M 0.76%
10,206
+212
40
$1.14M 0.75%
29,298
+534
41
$1.13M 0.74%
4,096
+52
42
$1.08M 0.71%
14,400
+372
43
$1.06M 0.7%
80,953
-2,648
44
$740K 0.49%
+20,478
45
$607K 0.4%
23,248
46
$418K 0.28%
33,791
-1,728
47
$389K 0.26%
1,190
+87
48
$388K 0.26%
4,918
-46
49
$383K 0.25%
6,461
50
$311K 0.2%
2,563
+247
1
2
3 4 5