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
$131M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$67.3K
3
+$42.1K
4
XYZ
Block Inc
XYZ
+$38.4K
5
FM
iShares Frontier and Select EM ETF
FM
+$36.1K

Top Sells

1
+$871K
2
+$349K
3
+$259K
4
MSFT icon
Microsoft
MSFT
+$216K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$216K

Sector Composition

1 Technology 15.59%
2 Financials 9.08%
3 Communication Services 6.98%
4 Industrials 5.17%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$167K 0.13%
4,580
52
$148K 0.11%
566
+100
53
$129K 0.1%
240
-60
54
$111K 0.08%
932
-423
55
$109K 0.08%
2,699
-37
56
$104K 0.08%
1,085
-185
57
$102K 0.08%
277
+114
58
$98.2K 0.08%
820
59
$96.3K 0.07%
1,328
-1,424
60
$92.3K 0.07%
690
61
$90.9K 0.07%
2,150
62
$88.9K 0.07%
1,219
63
$87K 0.07%
412
-100
64
$84.4K 0.06%
1,933
65
$83.7K 0.06%
22,807
66
$81.7K 0.06%
9,390
67
$80.1K 0.06%
726
68
$76.8K 0.06%
5,189
+108
69
$75.5K 0.06%
3,773
+88
70
$71.4K 0.05%
2,130
71
$70.3K 0.05%
31,253
+307
72
$69.5K 0.05%
6,350
73
$63.4K 0.05%
3,444
+100
74
$59K 0.05%
4,000
75
$56.7K 0.04%
800
1 2
3
4 5