GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$121K
3
+$87.9K
4
AES icon
AES
AES
+$83.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$82.1K

Top Sells

1
+$234K
2
+$151K
3
+$69.6K
4
GLD icon
SPDR Gold Trust
GLD
+$63.6K
5
NVDA icon
NVIDIA
NVDA
+$54.5K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66.6K 0.04%
6,350
77
$56.5K 0.04%
826
78
$55.3K 0.04%
6,666
79
$54.7K 0.04%
600
80
$54.7K 0.04%
2,130
81
$51.1K 0.03%
357
-36
82
$50.9K 0.03%
243
83
$50.9K 0.03%
800
84
$47.1K 0.03%
150
85
$45.4K 0.03%
1,177
+169
86
$43.2K 0.03%
1,082
-79
87
$42.6K 0.03%
158
+20
88
$39K 0.03%
1,771
-35
89
$37.7K 0.03%
600
90
$36.8K 0.02%
855
91
$36.4K 0.02%
367
-62
92
$34.4K 0.02%
260
93
$34K 0.02%
+492
94
$33.5K 0.02%
120
-31
95
$33.4K 0.02%
12,700
+1,500
96
$31.2K 0.02%
264
+45
97
$30.7K 0.02%
171
98
$30.2K 0.02%
1,603
+21
99
$30.1K 0.02%
200
100
$29.4K 0.02%
100
2 3
4
5 6