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
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.5M
3
+$9.47M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.93M
5
SHV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65K 0.05%
+3,059
77
$63K 0.04%
+1,200
78
$60K 0.04%
+3,519
79
$59K 0.04%
+4,007
80
$59K 0.04%
+634
81
$56K 0.04%
+380
82
$54K 0.04%
+2,800
83
$52K 0.04%
+1,145
84
$52K 0.04%
+351
85
$50K 0.04%
+600
86
$49K 0.03%
+262
87
$49K 0.03%
+4,737
88
$48K 0.03%
+360
89
$48K 0.03%
+855
90
$46K 0.03%
+200
91
$44K 0.03%
+791
92
$43K 0.03%
+371
93
$43K 0.03%
+1,176
94
$43K 0.03%
+1,665
95
$42K 0.03%
+1,330
96
$42K 0.03%
+363
97
$41K 0.03%
+280
98
$37K 0.03%
+926
99
$37K 0.03%
+3,000
100
$37K 0.03%
+140
2 3
4
5 6