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
$152M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.25M
3
+$1.22M
4
APO icon
Apollo Global Management
APO
+$1.19M
5
OC icon
Owens Corning
OC
+$1.16M

Top Sells

1
+$3.15M
2
+$1.4M
3
+$1.19M
4
UNP icon
Union Pacific
UNP
+$1.15M
5
RNR icon
RenaissanceRe
RNR
+$1.12M

Sector Composition

1 Financials 10.37%
2 Technology 10.31%
3 Communication Services 6.58%
4 Healthcare 6.44%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.18%
317
+7
52
$230K 0.15%
39,105
+35
53
$229K 0.15%
4,615
-93
54
$159K 0.1%
721
+101
55
$154K 0.1%
589
+10
56
$150K 0.1%
905
57
$145K 0.1%
853
-79
58
$144K 0.09%
295
59
$136K 0.09%
1,614
60
$129K 0.09%
30,843
-902
61
$121K 0.08%
1,009
62
$117K 0.08%
1,156
-157
63
$115K 0.08%
1,933
64
$91K 0.06%
1,076
+100
65
$90K 0.06%
6,129
+322
66
$88.7K 0.06%
4,419
+217
67
$85.7K 0.06%
5,938
+181
68
$83.4K 0.05%
1,717
69
$76.2K 0.05%
6,350
70
$74.8K 0.05%
846
71
$73.9K 0.05%
884
-187
72
$72.1K 0.05%
2,130
73
$67.9K 0.04%
1,866
74
$66.9K 0.04%
2,659
75
$65.9K 0.04%
607
1 2
3
4 5