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
$130M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.18M
3
+$3.31M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
5
PSA icon
Public Storage
PSA
+$2.83M

Top Sells

1
+$9.76M
2
+$9.25M
3
+$3.37M
4
AES icon
AES
AES
+$3.06M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M

Sector Composition

1 Technology 14.93%
2 Financials 9.57%
3 Communication Services 6.47%
4 Industrials 4.98%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$197K 0.15%
2,752
-136,415
52
$171K 0.13%
4,580
-10
53
$149K 0.11%
300
54
$126K 0.1%
1,355
-36,256
55
$116K 0.09%
1,270
-15
56
$109K 0.08%
2,736
+1,006
57
$109K 0.08%
512
-50
58
$105K 0.08%
1,933
59
$96.7K 0.07%
466
60
$90.5K 0.07%
690
61
$90.3K 0.07%
22,807
-15,349
62
$89K 0.07%
726
63
$87.6K 0.07%
1,219
+22
64
$85.1K 0.07%
820
65
$82.7K 0.06%
9,390
66
$77.8K 0.06%
5,081
+103
67
$72K 0.06%
6,350
68
$70.4K 0.05%
3,685
+97
69
$66.1K 0.05%
3,344
-65
70
$64.2K 0.05%
2,130
-80
71
$62.6K 0.05%
800
72
$59.7K 0.05%
2,150
73
$58.4K 0.05%
758
+27
74
$56K 0.04%
4,000
75
$55.1K 0.04%
2,738
-239
1 2
3
4 5