GC
Gould Capital Portfolio holdings
AUM
$150M
This Quarter Return
+5.14%
1 Year Return
+14.08%
3 Year Return
+50.16%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.47%
Holding
211
New
210
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$11.6M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.5M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$9.47M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$6.94M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$5.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.63% |
| 2 | Financials | 9.46% |
| 3 | Industrials | 6.53% |
| 4 | Communication Services | 5.49% |
| 5 | Consumer Discretionary | 5.07% |
