GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$121K
3
+$87.9K
4
AES icon
AES
AES
+$83.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$82.1K

Top Sells

1
+$234K
2
+$151K
3
+$69.6K
4
GLD icon
SPDR Gold Trust
GLD
+$63.6K
5
NVDA icon
NVIDIA
NVDA
+$54.5K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$175K 0.12%
+2,412
52
$163K 0.11%
926
+40
53
$160K 0.11%
2,596
-4,000
54
$157K 0.1%
1,757
55
$147K 0.1%
500
56
$130K 0.09%
1,009
57
$124K 0.08%
1,933
58
$118K 0.08%
214
-74
59
$112K 0.07%
31,181
+103
60
$111K 0.07%
490
+22
61
$109K 0.07%
8,330
+250
62
$107K 0.07%
7,426
+1,073
63
$105K 0.07%
480
-31
64
$96.5K 0.06%
7,025
65
$93.6K 0.06%
267
66
$88.5K 0.06%
1,862
67
$82.8K 0.06%
100
68
$76.9K 0.05%
1,964
69
$73.2K 0.05%
1,055
-63
70
$73.2K 0.05%
2,907
71
$73.1K 0.05%
230
72
$71.5K 0.05%
2,000
-500
73
$70.7K 0.05%
677
74
$69.6K 0.05%
565
-36
75
$68.3K 0.05%
3,685
+60
1 2
3
4 5