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
$143M
AUM Growth
-$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$2.78M
2 +$1.8M
3 +$1.38M
4
DVN icon
Devon Energy
DVN
+$1.08M
5
DELL icon
Dell
DELL
+$956K

Top Sells

1 +$3.09M
2 +$2.27M
3 +$1.19M
4
MU icon
Micron Technology
MU
+$1.08M
5
GLD icon
SPDR Gold Trust
GLD
+$943K

Sector Composition

1 Technology 11.61%
2 Financials 9.41%
3 Communication Services 6.18%
4 Consumer Discretionary 5.49%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BROS icon
76
Dutch Bros
BROS
$6.79B
$51K 0.04%
826
GNRC icon
77
Generac Holdings
GNRC
$9.11B
$49.8K 0.03%
393
-4,692
ES icon
78
Eversource Energy
ES
$27.4B
$49.7K 0.03%
800
AMGN icon
79
Amgen
AMGN
$172B
$47K 0.03%
151
-135
SCHW icon
80
Charles Schwab
SCHW
$173B
$47K 0.03%
600
COIN icon
81
Coinbase
COIN
$83.4B
$46K 0.03%
267
MEDP icon
82
Medpace
MEDP
$16.6B
$45.7K 0.03%
150
CORT icon
83
Corcept Therapeutics
CORT
$7.75B
$45.7K 0.03%
400
-200
RKLB icon
84
Rocket Lab Corp
RKLB
$25B
$44.7K 0.03%
2,500
SAN icon
85
Banco Santander
SAN
$153B
$44.7K 0.03%
6,666
+104
AGG icon
86
iShares Core US Aggregate Bond ETF
AGG
$132B
$42.4K 0.03%
429
JNPR
87
DELISTED
Juniper Networks
JNPR
$42K 0.03%
1,161
-25,150
BA icon
88
Boeing
BA
$148B
$41.4K 0.03%
243
GSG icon
89
iShares S&P GSCI Commodity-Indexed Trust
GSG
$998M
$41.1K 0.03%
1,806
-584
GBCI icon
90
Glacier Bancorp
GBCI
$5.54B
$37.8K 0.03%
855
WMB icon
91
Williams Companies
WMB
$72.8B
$35.9K 0.03%
600
EAOA icon
92
iShares ESG Aware Aggressive Allocation ETF
EAOA
$33.8M
$35.7K 0.02%
1,008
ECL icon
93
Ecolab
ECL
$72.5B
$35K 0.02%
138
+3
NLY icon
94
Annaly Capital Management
NLY
$15B
$32.1K 0.02%
1,582
-2,912
ABNB icon
95
Airbnb
ABNB
$73.3B
$31.1K 0.02%
260
DGX icon
96
Quest Diagnostics
DGX
$20B
$28.9K 0.02%
171
-7
CL icon
97
Colgate-Palmolive
CL
$63.5B
$27.8K 0.02%
297
+30
NAT icon
98
Nordic American Tanker
NAT
$754M
$27.6K 0.02%
11,200
+3,257
FFIV icon
99
F5
FFIV
$14.2B
$26.6K 0.02%
100
A icon
100
Agilent Technologies
A
$41.6B
$25.6K 0.02%
219
+5