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GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.27M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$786K

Top Sells

1
+$2.01M
2
+$1.89M
3
+$828K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$245K
5
NVDA icon
NVIDIA
NVDA
+$134K

Sector Composition

1 Technology 13.15%
2 Financials 9.68%
3 Communication Services 7.53%
4 Industrials 5.69%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$211K 0.13%
866
-60
52
$189K 0.12%
1,736
-299
53
$176K 0.11%
2,398
+1,906
54
$163K 0.1%
1,757
55
$150K 0.09%
3,508
-47,614
56
$141K 0.09%
500
57
$138K 0.09%
31,267
+86
58
$135K 0.08%
480
59
$129K 0.08%
8,330
60
$127K 0.08%
1,933
61
$125K 0.08%
331
-673
62
$112K 0.07%
7,456
+30
63
$108K 0.07%
1,550
+1,195
64
$103K 0.06%
7,000
-25
65
$95.8K 0.06%
2,000
66
$90.1K 0.06%
267
67
$89.4K 0.06%
1,862
68
$85.3K 0.05%
1,964
69
$84K 0.05%
502
-63
70
$78.6K 0.05%
318
-172
71
$77.1K 0.05%
150
72
$73.6K 0.05%
2,907
73
$72.1K 0.04%
677
74
$71.8K 0.04%
100
75
$70.4K 0.04%
6,350
1 2
3
4 5