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
$139M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.71M
3
+$1.43M
4
XYZ
Block Inc
XYZ
+$1.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M

Top Sells

1
+$2.98M
2
+$1.95M
3
+$1.4M
4
SSNC icon
SS&C Technologies
SSNC
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Technology 15.11%
2 Financials 9.33%
3 Industrials 5.98%
4 Communication Services 5.64%
5 Utilities 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$51K 0.04%
600
77
$49K 0.04%
1,145
78
$49K 0.04%
227
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79
$48K 0.03%
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80
$46K 0.03%
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81
$45K 0.03%
873
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82
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376
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83
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407
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84
$45K 0.03%
340
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85
$43K 0.03%
171
-11,863
86
$43K 0.03%
855
87
$42K 0.03%
1,210
+34
88
$42K 0.03%
200
89
$39K 0.03%
211
90
$38K 0.03%
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91
$36K 0.03%
260
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92
$36K 0.03%
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93
$36K 0.03%
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$35K 0.03%
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95
$33K 0.02%
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96
$31K 0.02%
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97
$29K 0.02%
252
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98
$29K 0.02%
236
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99
$27K 0.02%
800
100
$26K 0.02%
535
+3
2 3
4
5 6