We are live on ! Find out more
GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.27M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$786K

Top Sells

1
+$2.01M
2
+$1.89M
3
+$828K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$245K
5
NVDA icon
NVIDIA
NVDA
+$134K

Sector Composition

1 Technology 13.15%
2 Financials 9.68%
3 Communication Services 7.53%
4 Industrials 5.69%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.4%
16,856
+467
27
$2.23M 1.38%
181,344
+8,652
28
$1.87M 1.16%
17,939
+547
29
$1.83M 1.13%
+94,433
30
$1.83M 1.13%
15,240
-250
31
$1.81M 1.12%
8,247
+116
32
$1.65M 1.02%
2,242
+71
33
$1.56M 0.97%
3,775
+67
34
$1.52M 0.94%
10,737
+267
35
$1.5M 0.93%
19,196
+16,784
36
$1.49M 0.92%
13,458
+131
37
$1.4M 0.87%
4,106
+89
38
$1.29M 0.8%
36,462
+17,599
39
$1.13M 0.7%
8,448
+299
40
$1.1M 0.68%
31,458
+1,735
41
$1.07M 0.66%
16,456
+314
42
$1.05M 0.65%
+4,401
43
$940K 0.58%
74,832
-783
44
$860K 0.53%
6,671
+489
45
$788K 0.49%
+9,500
46
$753K 0.47%
813
+483
47
$601K 0.37%
23,350
+102
48
$350K 0.22%
29,919
-344
49
$349K 0.22%
3,964
-857
50
$332K 0.21%
4,569
1
2
3 4 5