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
$116M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$108K
2
+$71.6K
3
+$49.6K
4
ADBE icon
Adobe
ADBE
+$45.4K
5
VZ icon
Verizon
VZ
+$44.6K

Top Sells

1
+$776K
2
+$80.7K
3
+$47.7K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$42.5K
5
MSFT icon
Microsoft
MSFT
+$39.6K

Sector Composition

1 Technology 12.83%
2 Financials 10.93%
3 Industrials 5.23%
4 Utilities 4.98%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K 0.04%
1,848
77
$42K 0.04%
855
78
$42K 0.04%
407
79
$42K 0.04%
390
-7
80
$41K 0.04%
876
81
$39K 0.03%
377
-4
82
$38K 0.03%
160
+10
83
$37K 0.03%
171
84
$37K 0.03%
227
85
$36K 0.03%
2,985
+70
86
$35K 0.03%
341
87
$34K 0.03%
2,830
88
$32K 0.03%
211
89
$31K 0.03%
1,114
90
$31K 0.03%
441
91
$30K 0.03%
315
+35
92
$30K 0.03%
200
93
$29K 0.03%
1,287
+42
94
$28K 0.02%
100
95
$27K 0.02%
1,560
96
$26K 0.02%
2,360
+505
97
$26K 0.02%
785
+500
98
$26K 0.02%
294
99
$25K 0.02%
306
100
$25K 0.02%
236
2 3
4
5 6