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
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.5M
3
+$9.47M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.93M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.63%
2 Financials 9.46%
3 Industrials 6.53%
4 Communication Services 5.49%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.17%
+661
52
$161K 0.11%
+284
53
$160K 0.11%
+4,587
54
$145K 0.1%
+411
55
$136K 0.1%
+1,281
56
$125K 0.09%
+620
57
$123K 0.09%
+6,366
58
$121K 0.08%
+726
59
$119K 0.08%
+820
60
$117K 0.08%
+1,933
61
$102K 0.07%
+60,100
62
$102K 0.07%
+3,246
63
$102K 0.07%
+9,864
64
$100K 0.07%
+749
65
$98K 0.07%
+2,370
66
$94K 0.07%
+6,350
67
$86K 0.06%
+1,910
68
$85K 0.06%
+1,550
69
$81K 0.06%
+1,022
70
$73K 0.05%
+800
71
$69K 0.05%
+876
72
$68K 0.05%
+395
73
$68K 0.05%
+22,083
74
$67K 0.05%
+2,280
75
$66K 0.05%
+308
1 2
3
4 5