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
$125M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.63M
3
+$756K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$424K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$266K

Top Sells

1
+$2.15M
2
+$1.73M
3
+$271K
4
XYZ
Block Inc
XYZ
+$234K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$208K

Sector Composition

1 Financials 11.57%
2 Technology 10.98%
3 Industrials 5.74%
4 Utilities 5.5%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.1K 0.05%
731
+100
77
$57.4K 0.05%
466
+18
78
$53.7K 0.04%
4,000
79
$50K 0.04%
600
80
$43.9K 0.04%
1,848
81
$43.4K 0.03%
411
+4
82
$43K 0.03%
495
+39
83
$42.3K 0.03%
905
+29
84
$42.3K 0.03%
855
85
$42.2K 0.03%
390
86
$39.7K 0.03%
377
87
$39.6K 0.03%
211
88
$38.2K 0.03%
3,048
+63
89
$37.5K 0.03%
216
-11
90
$36.3K 0.03%
1,206
+92
91
$36.2K 0.03%
171
92
$34.4K 0.03%
1,560
93
$34K 0.03%
341
94
$32.4K 0.03%
110
-50
95
$32.4K 0.03%
294
96
$32.3K 0.03%
96
-6,381
97
$31.9K 0.03%
1,328
+41
98
$31.9K 0.03%
150
99
$31.6K 0.03%
414
-27
100
$31.6K 0.03%
2,713
+353
2 3
4
5 6