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
$139M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.71M
3
+$1.43M
4
XYZ
Block Inc
XYZ
+$1.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M

Top Sells

1
+$2.98M
2
+$1.95M
3
+$1.4M
4
SSNC icon
SS&C Technologies
SSNC
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Technology 15.11%
2 Financials 9.33%
3 Industrials 5.98%
4 Communication Services 5.64%
5 Utilities 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.19%
661
52
$169K 0.12%
4,599
+12
53
$152K 0.11%
423
+12
54
$150K 0.11%
260
-24
55
$128K 0.09%
1,281
56
$114K 0.08%
820
57
$113K 0.08%
1,933
58
$112K 0.08%
6,408
+42
59
$100K 0.07%
520
-100
60
$98K 0.07%
726
61
$94K 0.07%
9,864
62
$93K 0.07%
3,317
+71
63
$90K 0.06%
2,370
64
$83K 0.06%
640
-109
65
$80K 0.06%
6,350
66
$79K 0.06%
1,067
+45
67
$79K 0.06%
36,863
-23,237
68
$72K 0.05%
3,334
+275
69
$71K 0.05%
22,152
+69
70
$71K 0.05%
800
71
$68K 0.05%
3,012
-507
72
$66K 0.05%
4,093
+86
73
$62K 0.04%
2,280
74
$53K 0.04%
626
-8
75
$52K 0.04%
390
+39
1 2
3
4 5