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
-$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$65.6K
3
+$64K
4
GILD icon
Gilead Sciences
GILD
+$51.9K
5
COST icon
Costco
COST
+$51K

Top Sells

1
+$1.94M
2
+$577K
3
+$138K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$121K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$114K

Sector Composition

1 Technology 12.64%
2 Financials 11.58%
3 Communication Services 7%
4 Healthcare 6.48%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$62.6K 0.04%
1,866
+48
77
$62.4K 0.04%
343
+40
78
$61.8K 0.04%
150
79
$60.5K 0.04%
2,130
80
$59.8K 0.04%
1,390
-50
81
$51.6K 0.04%
2,330
-259
82
$45.8K 0.03%
3,442
+57
83
$45.4K 0.03%
800
84
$45.3K 0.03%
230
-17
85
$44.2K 0.03%
600
86
$44.1K 0.03%
3,285
+750
87
$39.4K 0.03%
260
88
$39.3K 0.03%
1,783
+46
89
$39.1K 0.03%
3,114
+250
90
$37.8K 0.03%
68
91
$37.1K 0.03%
1,198
-62,673
92
$36.4K 0.03%
266
93
$35.9K 0.03%
350
-35
94
$35K 0.02%
1,008
+823
95
$33.8K 0.02%
294
96
$33.7K 0.02%
2,000
-1,500
97
$33K 0.02%
310
98
$32.8K 0.02%
189
-7
99
$32.6K 0.02%
304
-43
100
$32.1K 0.02%
135
+2
2 3
4
5 6