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
$144M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.61M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
GNRC icon
Generac Holdings
GNRC
+$788K

Top Sells

1
+$2.82M
2
+$2.47M
3
+$1.23M
4
OC icon
Owens Corning
OC
+$1.12M
5
BK icon
Bank of New York Mellon
BK
+$961K

Sector Composition

1 Technology 11.95%
2 Financials 9.66%
3 Communication Services 7.18%
4 Consumer Discretionary 5.86%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.41%
165,617
-2,287
27
$2M 1.39%
9,138
-141
28
$1.82M 1.27%
2,047
-70
29
$1.63M 1.13%
2,782
-95
30
$1.55M 1.08%
9,362
-197
31
$1.52M 1.06%
7,388
-207
32
$1.45M 1.01%
15,697
-431
33
$1.42M 0.99%
10,610
+8,047
34
$1.28M 0.89%
4,055
-41
35
$1.19M 0.83%
4,092
-117
36
$1.17M 0.81%
148,033
-2,297
37
$1.15M 0.8%
15,863
+15,553
38
$1.1M 0.76%
13,058
-341
39
$1.08M 0.75%
20,291
-187
40
$1.02M 0.71%
5,523
-694
41
$985K 0.69%
26,311
-2,987
42
$968K 0.67%
79,518
-1,435
43
$788K 0.55%
+5,085
44
$649K 0.45%
9,452
-754
45
$628K 0.44%
23,248
46
$563K 0.39%
2,674
+2,407
47
$431K 0.3%
1,289
+99
48
$382K 0.27%
32,770
-1,021
49
$379K 0.26%
4,953
+35
50
$370K 0.26%
6,446
-15
1
2
3 4 5