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
$131M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$67.3K
3
+$42.1K
4
XYZ
Block Inc
XYZ
+$38.4K
5
FM
iShares Frontier and Select EM ETF
FM
+$36.1K

Top Sells

1
+$871K
2
+$349K
3
+$259K
4
MSFT icon
Microsoft
MSFT
+$216K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$216K

Sector Composition

1 Technology 15.59%
2 Financials 9.08%
3 Communication Services 6.98%
4 Industrials 5.17%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56.2K 0.04%
758
77
$53.1K 0.04%
595
+50
78
$52.6K 0.04%
3,478
+7
79
$51.9K 0.04%
2,664
-74
80
$47.9K 0.04%
2,004
81
$47.7K 0.04%
266
+50
82
$47.4K 0.04%
444
83
$47K 0.04%
997
84
$46.9K 0.04%
96
85
$45.3K 0.03%
800
86
$44.3K 0.03%
400
-18
87
$42K 0.03%
1,328
88
$39.9K 0.03%
3,158
+46
89
$39.1K 0.03%
362
-17
90
$38.6K 0.03%
375
-14
91
$37.2K 0.03%
700
+100
92
$36.6K 0.03%
211
93
$36.4K 0.03%
1,611
+41
94
$36K 0.03%
150
95
$35.2K 0.03%
1,102
+101
96
$33.9K 0.03%
2,035
+500
97
$33.3K 0.03%
260
+10
98
$32.6K 0.02%
1,560
99
$31.5K 0.02%
294
100
$30.7K 0.02%
414
2 3
4
5 6