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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.15M
3
+$1.07M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$985K

Top Sells

1
+$1.48M
2
+$1.34M
3
+$1.3M
4
INTC icon
Intel
INTC
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M

Sector Composition

1 Technology 13.82%
2 Financials 11.74%
3 Communication Services 6.51%
4 Industrials 5.91%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$62.3K 0.04%
579
+111
77
$61.6K 0.04%
1,440
-49
78
$60.6K 0.04%
150
79
$58.6K 0.04%
1,818
+378
80
$58.5K 0.04%
303
-109
81
$57.3K 0.04%
3,500
82
$57.1K 0.04%
2,589
83
$54.4K 0.04%
3,983
+183
84
$47.8K 0.03%
800
85
$45.1K 0.03%
247
-1,450
86
$44.7K 0.03%
3,385
+117
87
$43.4K 0.03%
600
-200
88
$42.9K 0.03%
260
89
$40.4K 0.03%
385
90
$39.5K 0.03%
266
91
$38K 0.03%
2,864
92
$37.8K 0.03%
347
93
$37.6K 0.03%
1,737
+44
94
$35.4K 0.03%
200
95
$34.4K 0.02%
855
96
$34.3K 0.02%
68
-28
97
$34.2K 0.02%
294
98
$34.1K 0.02%
360
99
$33.6K 0.02%
414
100
$33.1K 0.02%
6,838
+1,300
2 3
4
5 6