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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.15M
3
+$1.07M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$985K

Top Sells

1
+$1.48M
2
+$1.34M
3
+$1.3M
4
INTC icon
Intel
INTC
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M

Sector Composition

1 Technology 13.82%
2 Financials 11.74%
3 Communication Services 6.51%
4 Industrials 5.91%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$191K 0.13%
2,110
-40
52
$183K 0.13%
250
+10
53
$137K 0.1%
905
-4
54
$131K 0.09%
295
55
$126K 0.09%
1,573
+318
56
$121K 0.09%
1,233
-1,596
57
$118K 0.08%
620
58
$117K 0.08%
932
59
$102K 0.07%
578
-18
60
$97.9K 0.07%
889
61
$97.9K 0.07%
24,965
+304
62
$97.8K 0.07%
4,786
+79
63
$92.8K 0.07%
1,933
64
$85.5K 0.06%
1,071
-185
65
$80.3K 0.06%
4,080
+101
66
$79.8K 0.06%
301
67
$77.8K 0.05%
1,653
+506
68
$77.8K 0.05%
31,612
+102
69
$77.2K 0.05%
821
+95
70
$76.5K 0.05%
2,130
71
$75.6K 0.05%
5,409
+1,618
72
$72.8K 0.05%
6,350
73
$63.5K 0.04%
993
+189
74
$63K 0.04%
515
-50
75
$62.4K 0.04%
2,550
+453
1 2
3
4 5