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
$152M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.25M
3
+$1.22M
4
APO icon
Apollo Global Management
APO
+$1.19M
5
OC icon
Owens Corning
OC
+$1.16M

Top Sells

1
+$3.15M
2
+$1.4M
3
+$1.19M
4
UNP icon
Union Pacific
UNP
+$1.15M
5
RNR icon
RenaissanceRe
RNR
+$1.12M

Sector Composition

1 Financials 10.37%
2 Technology 10.31%
3 Communication Services 6.58%
4 Healthcare 6.44%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$63K 0.04%
3,510
+67
77
$61.8K 0.04%
1,370
-20
78
$56.5K 0.04%
317
79
$54.4K 0.04%
800
80
$53.6K 0.04%
267
+37
81
$52.1K 0.03%
343
82
$50.2K 0.03%
2,390
+60
83
$50.1K 0.03%
150
84
$49.5K 0.03%
3,518
+76
85
$42K 0.03%
3,745
+460
86
$40K 0.03%
100
87
$39.1K 0.03%
855
88
$38.9K 0.03%
600
89
$38.3K 0.03%
350
90
$38.1K 0.03%
1,619
-164
91
$36.9K 0.02%
1,008
92
$34.7K 0.02%
2,000
93
$34.5K 0.02%
135
94
$34.5K 0.02%
294
95
$34.3K 0.02%
304
96
$34K 0.02%
639
-59,071
97
$33.5K 0.02%
6,562
98
$33.4K 0.02%
340
99
$33K 0.02%
3,128
+14
100
$33K 0.02%
260
2 3
4
5 6