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
$165M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.09M
3
+$2.44M
4
BND icon
Vanguard Total Bond Market
BND
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1
+$3.52M
2
+$2.97M
3
+$2.94M
4
CAT icon
Caterpillar
CAT
+$2.06M
5
LRCX icon
Lam Research
LRCX
+$1.84M

Sector Composition

1 Technology 9.87%
2 Financials 8.61%
3 Communication Services 7.23%
4 Industrials 5.57%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.5T
$154K 0.09%
413
+50
GLDM icon
52
SPDR Gold MiniShares Trust
GLDM
$28.5B
$151K 0.09%
1,624
+467
SHV icon
53
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$150K 0.09%
1,359
-31,930
ICLN icon
54
iShares Global Clean Energy ETF
ICLN
$3.02B
$149K 0.09%
8,158
-672
RKLB icon
55
Rocket Lab Corp
RKLB
$71.7B
$143K 0.09%
2,225
+225
EAGG icon
56
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.83B
$135K 0.08%
2,842
+830
NLY icon
57
Annaly Capital Management
NLY
$16.1B
$127K 0.08%
6,016
+3,771
VCRM
58
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.63B
$124K 0.08%
1,650
SPDW icon
59
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.6B
$124K 0.07%
+2,709
IBM icon
60
IBM
IBM
$258B
$121K 0.07%
500
DHC
61
Diversified Healthcare Trust
DHC
$2.13B
$118K 0.07%
17,844
+27
BANR icon
62
Banner Corp
BANR
$2.27B
$117K 0.07%
1,933
SUSB icon
63
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.27B
$117K 0.07%
4,666
+1,609
MUB icon
64
iShares National Muni Bond ETF
MUB
$45.3B
$114K 0.07%
1,073
+356
ETB
65
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$445M
$108K 0.07%
7,518
+32
RIVN icon
66
Rivian
RIVN
$20.9B
$106K 0.06%
7,025
IWV icon
67
iShares Russell 3000 ETF
IWV
$19.2B
$88.2K 0.05%
238
ESGE icon
68
iShares ESG Aware MSCI EM ETF
ESGE
$6.83B
$81.7K 0.05%
1,797
-167
NEE icon
69
NextEra Energy
NEE
$177B
$74.5K 0.05%
802
+30
NAT icon
70
Nordic American Tanker
NAT
$1.09B
$74.4K 0.05%
12,700
QQQM icon
71
Invesco NASDAQ 100 ETF
QQQM
$94.6B
$72.8K 0.04%
306
+23
MEDP icon
72
Medpace
MEDP
$13.6B
$72K 0.04%
150
ORCL icon
73
Oracle
ORCL
$529B
$70.6K 0.04%
480
MYI icon
74
BlackRock MuniYield Quality Fund III
MYI
$730M
$66.7K 0.04%
6,350
SPEM icon
75
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$58.7K 0.04%
+1,252
1 2
3
4 5