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
-$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$65.6K
3
+$64K
4
GILD icon
Gilead Sciences
GILD
+$51.9K
5
COST icon
Costco
COST
+$51K

Top Sells

1
+$1.94M
2
+$577K
3
+$138K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$121K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$114K

Sector Composition

1 Technology 12.64%
2 Financials 11.58%
3 Communication Services 7%
4 Healthcare 6.48%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.16%
39,070
+1,095
52
$207K 0.15%
4,708
-16
53
$165K 0.12%
905
54
$141K 0.1%
295
55
$132K 0.09%
932
56
$127K 0.09%
1,313
+80
57
$127K 0.09%
1,614
+41
58
$115K 0.08%
579
+1
59
$113K 0.08%
1,009
+120
60
$107K 0.08%
620
61
$102K 0.07%
25,675
+710
62
$96.8K 0.07%
31,745
+133
63
$96K 0.07%
1,933
64
$83.9K 0.06%
1,071
65
$81.3K 0.06%
5,757
+1,774
66
$80.1K 0.06%
4,202
+122
67
$80K 0.06%
1,717
+64
68
$77.3K 0.05%
5,807
+398
69
$71K 0.05%
6,350
70
$70.4K 0.05%
317
+16
71
$69.1K 0.05%
976
-17
72
$65.4K 0.05%
3,443
-1,343
73
$65.1K 0.05%
2,659
+109
74
$64.7K 0.05%
607
+28
75
$63.8K 0.05%
846
+25
1 2
3
4 5