GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$121K
3
+$87.9K
4
AES icon
AES
AES
+$83.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$82.1K

Top Sells

1
+$234K
2
+$151K
3
+$69.6K
4
GLD icon
SPDR Gold Trust
GLD
+$63.6K
5
NVDA icon
NVIDIA
NVDA
+$54.5K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.39%
15,490
-200
27
$2.06M 1.38%
172,692
+3,511
28
$1.89M 1.26%
169,176
-2,267
29
$1.78M 1.19%
8,131
+17
30
$1.6M 1.07%
2,171
-5
31
$1.6M 1.07%
16,389
-1
32
$1.48M 0.99%
13,327
-244
33
$1.43M 0.95%
4,017
-59
34
$1.4M 0.94%
3,708
-48
35
$1.28M 0.86%
10,470
-19
36
$1.16M 0.77%
8,149
+16
37
$1.11M 0.74%
17,392
+312
38
$1.07M 0.71%
6,182
+8
39
$1M 0.67%
9,459
+31
40
$988K 0.66%
16,142
-122
41
$945K 0.63%
29,723
+693
42
$901K 0.6%
75,615
-706
43
$748K 0.5%
18,863
+484
44
$544K 0.36%
23,248
45
$402K 0.27%
4,821
-240
46
$352K 0.24%
1,004
-22
47
$342K 0.23%
30,263
-414
48
$327K 0.22%
330
49
$285K 0.19%
4,569
50
$185K 0.12%
2,035
-339
1
2
3 4 5