GC
Gould Capital Portfolio holdings
AUM
$150M
This Quarter Return
-2.32%
1 Year Return
+14.08%
3 Year Return
+50.16%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-5.5%)
Cap. Flow
-$1.43M
Cap. Flow
% of AUM
-1%
Top 10 Holdings %
Top 10 Hldgs %
46.77%
Holding
223
New
7
Increased
28
Reduced
64
Closed
8
Top Buys
| 1 |
Nike
NKE
|
$2.99M |
| 2 |
Kinetik
KNTK
|
$2.61M |
| 3 |
Lam Research
LRCX
|
$1.14M |
| 4 |
NVIDIA
NVDA
|
$1.08M |
| 5 |
Generac Holdings
GNRC
|
$788K |
Top Sells
| 1 |
American Water Works
AWK
|
$2.82M |
| 2 |
Amgen
AMGN
|
$2.47M |
| 3 |
US Bancorp
USB
|
$1.23M |
| 4 |
Owens Corning
OC
|
$1.12M |
| 5 |
Bank of New York Mellon
BK
|
$961K |
Sector Composition
| 1 | Technology | 11.95% |
| 2 | Financials | 9.66% |
| 3 | Communication Services | 7.18% |
| 4 | Consumer Discretionary | 5.86% |
| 5 | Industrials | 4.94% |
