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
$124M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$812K
3
+$262K
4
XYZ
Block Inc
XYZ
+$208K
5
JNPR
Juniper Networks
JNPR
+$138K

Top Sells

1
+$1.02M
2
+$844K
3
+$691K
4
AAPL icon
Apple
AAPL
+$159K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$158K

Sector Composition

1 Technology 16.27%
2 Financials 9.8%
3 Communication Services 6.7%
4 Industrials 5.54%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.4K 0.04%
3,444
77
$48.1K 0.04%
2,035
78
$47.4K 0.04%
2,004
79
$46.1K 0.04%
565
-30
80
$45.3K 0.04%
444
81
$44.7K 0.04%
997
82
$44.6K 0.04%
800
83
$42.8K 0.03%
800
84
$41.3K 0.03%
266
85
$40K 0.03%
1,328
86
$39.5K 0.03%
758
87
$39.3K 0.03%
3,268
+110
88
$37.3K 0.03%
385
-15
89
$36.4K 0.03%
150
90
$35.5K 0.03%
260
91
$35.4K 0.03%
1,651
+40
92
$35.3K 0.03%
2,864
-614
93
$34.9K 0.03%
347
-15
94
$34.2K 0.03%
211
95
$34K 0.03%
294
96
$31.3K 0.03%
360
-15
97
$30.3K 0.02%
1,560
98
$30.1K 0.02%
1,000
-102
99
$27K 0.02%
414
100
$26.8K 0.02%
199
2 3
4
5 6