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
$116M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$108K
2
+$71.6K
3
+$49.6K
4
ADBE icon
Adobe
ADBE
+$45.4K
5
VZ icon
Verizon
VZ
+$44.6K

Top Sells

1
+$776K
2
+$80.7K
3
+$47.7K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$42.5K
5
MSFT icon
Microsoft
MSFT
+$39.6K

Sector Composition

1 Technology 12.83%
2 Financials 10.93%
3 Industrials 5.23%
4 Utilities 4.98%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.17%
661
52
$145K 0.13%
4,599
53
$142K 0.12%
300
-20
54
$119K 0.1%
448
+25
55
$114K 0.1%
1,933
56
$102K 0.09%
1,315
-10,005
57
$99K 0.09%
37,213
+350
58
$79K 0.07%
9,390
-474
59
$78K 0.07%
820
60
$76K 0.07%
640
61
$73K 0.06%
4,883
+97
62
$68K 0.06%
562
63
$68K 0.06%
2,370
64
$66K 0.06%
6,350
65
$64K 0.06%
1,145
66
$64K 0.06%
3,334
67
$62K 0.05%
800
68
$62K 0.05%
3,012
69
$61K 0.05%
1,662
+12
70
$60K 0.05%
726
71
$60K 0.05%
3,471
+75
72
$50K 0.04%
4,000
73
$49K 0.04%
631
74
$43K 0.04%
456
75
$43K 0.04%
600
1 2
3
4 5