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
$124M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$812K
3
+$262K
4
XYZ
Block Inc
XYZ
+$208K
5
JNPR
Juniper Networks
JNPR
+$138K

Top Sells

1
+$1.02M
2
+$844K
3
+$691K
4
AAPL icon
Apple
AAPL
+$159K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$158K

Sector Composition

1 Technology 16.27%
2 Financials 9.8%
3 Communication Services 6.7%
4 Industrials 5.54%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$159K 0.13%
4,580
52
$150K 0.12%
596
+30
53
$137K 0.11%
240
54
$110K 0.09%
820
55
$105K 0.08%
290
+13
56
$99.5K 0.08%
932
57
$96.3K 0.08%
2,150
58
$94.4K 0.08%
23,954
+1,147
59
$87.3K 0.07%
620
-70
60
$85.3K 0.07%
1,256
-72
61
$83K 0.07%
1,219
62
$81.8K 0.07%
889
-196
63
$80.5K 0.07%
1,933
64
$77.4K 0.06%
412
65
$77.3K 0.06%
9,390
66
$73.4K 0.06%
4,619
-570
67
$70.8K 0.06%
3,862
+89
68
$68.7K 0.06%
726
69
$63.9K 0.05%
2,130
70
$60.4K 0.05%
6,350
71
$59.7K 0.05%
1,544
-1,155
72
$59.3K 0.05%
31,364
+111
73
$57.6K 0.05%
2,589
-75
74
$56.1K 0.05%
4,000
75
$50K 0.04%
96
1 2
3
4 5