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
$144M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.61M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
GNRC icon
Generac Holdings
GNRC
+$788K

Top Sells

1
+$2.82M
2
+$2.47M
3
+$1.23M
4
OC icon
Owens Corning
OC
+$1.12M
5
BK icon
Bank of New York Mellon
BK
+$961K

Sector Composition

1 Technology 11.95%
2 Financials 9.66%
3 Communication Services 7.18%
4 Consumer Discretionary 5.86%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$62.3K 0.04%
1,866
77
$61.4K 0.04%
3,570
+60
78
$60K 0.04%
2,130
79
$59.4K 0.04%
100
80
$52K 0.04%
2,390
81
$49.8K 0.03%
150
82
$46.6K 0.03%
720
83
$45.9K 0.03%
800
84
$44.4K 0.03%
600
85
$43.3K 0.03%
826
+140
86
$43K 0.03%
243
-100
87
$42.9K 0.03%
855
88
$42.4K 0.03%
3,102
-416
89
$41.6K 0.03%
429
-727
90
$36K 0.03%
1,008
91
$34.8K 0.02%
350
92
$34.3K 0.02%
1,662
+43
93
$34.2K 0.02%
260
94
$32.7K 0.02%
200
95
$32.5K 0.02%
304
96
$32.5K 0.02%
600
97
$32.2K 0.02%
189
-6,560
98
$31.6K 0.02%
135
99
$31K 0.02%
3,128
100
$30.2K 0.02%
600
2 3
4
5 6