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
$125M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.63M
3
+$756K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$424K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$266K

Top Sells

1
+$2.15M
2
+$1.73M
3
+$271K
4
XYZ
Block Inc
XYZ
+$234K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$208K

Sector Composition

1 Financials 11.57%
2 Technology 10.98%
3 Industrials 5.74%
4 Utilities 5.5%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.21%
+6,830
52
$223K 0.18%
34,830
+1,523
53
$210K 0.17%
+3,400
54
$185K 0.15%
661
55
$159K 0.13%
4,590
-9
56
$137K 0.11%
300
57
$122K 0.1%
1,933
58
$117K 0.09%
38,156
+943
59
$111K 0.09%
26,215
-17,664
60
$109K 0.09%
1,285
-30
61
$107K 0.09%
562
62
$97.2K 0.08%
690
+50
63
$85K 0.07%
726
64
$80.8K 0.06%
9,390
65
$78.7K 0.06%
1,197
+52
66
$75.6K 0.06%
3,588
+117
67
$75.6K 0.06%
4,978
+95
68
$73.4K 0.06%
2,460
+1,916
69
$72.3K 0.06%
820
70
$71.2K 0.06%
6,350
71
$68.5K 0.05%
2,210
-160
72
$67.7K 0.05%
3,409
+75
73
$67.1K 0.05%
800
74
$65.8K 0.05%
1,730
+68
75
$63.2K 0.05%
2,977
-35
1 2
3
4 5