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
$130M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.18M
3
+$3.31M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
5
PSA icon
Public Storage
PSA
+$2.83M

Top Sells

1
+$9.76M
2
+$9.25M
3
+$3.37M
4
AES icon
AES
AES
+$3.06M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M

Sector Composition

1 Technology 14.93%
2 Financials 9.57%
3 Communication Services 6.47%
4 Industrials 4.98%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$54.6K 0.04%
545
+50
77
$52.3K 0.04%
163
-2,684
78
$48.2K 0.04%
2,004
+156
79
$47.9K 0.04%
997
+92
80
$47.9K 0.04%
418
+28
81
$47.8K 0.04%
444
+33
82
$43.7K 0.03%
3,471
+758
83
$41.9K 0.03%
800
+200
84
$41.9K 0.03%
216
85
$41.8K 0.03%
1,328
+122
86
$41.8K 0.03%
30,946
+5,328
87
$41.5K 0.03%
379
+2
88
$41.4K 0.03%
389
+48
89
$39.5K 0.03%
3,112
+64
90
$38.3K 0.03%
1,590
-127,009
91
$37K 0.03%
96
92
$36.2K 0.03%
1,570
+242
93
$36.2K 0.03%
211
94
$35.9K 0.03%
855
95
$34.5K 0.03%
1,560
96
$33.1K 0.03%
200
97
$32.2K 0.02%
294
98
$32K 0.02%
414
99
$31.1K 0.02%
250
+50
100
$31.1K 0.02%
1,001
-1,459
2 3
4
5 6