We are live on ! Find out more
GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.27M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$786K

Top Sells

1
+$2.01M
2
+$1.89M
3
+$828K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$245K
5
NVDA icon
NVIDIA
NVDA
+$134K

Sector Composition

1 Technology 13.15%
2 Financials 9.68%
3 Communication Services 7.53%
4 Industrials 5.69%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69.9K 0.04%
6,666
77
$68.9K 0.04%
155
-75
78
$68.7K 0.04%
910
-145
79
$65.2K 0.04%
1,012
-1,584
80
$59.8K 0.04%
357
81
$57.3K 0.04%
600
82
$56.9K 0.04%
800
83
$52.9K 0.03%
10,000
84
$52.8K 0.03%
2,130
85
$52.4K 0.03%
243
86
$49.9K 0.03%
600
+200
87
$48K 0.03%
1,177
88
$46K 0.03%
200
89
$43.3K 0.03%
158
90
$41.6K 0.03%
855
91
$41.1K 0.03%
786
-40
92
$39.9K 0.02%
12,700
93
$39.4K 0.02%
516
+408
94
$38.8K 0.02%
+587
95
$38K 0.02%
600
96
$37K 0.02%
1,612
-159
97
$36.8K 0.02%
61
-153
98
$33.9K 0.02%
264
99
$32.8K 0.02%
1,624
+21
100
$32.6K 0.02%
171
2 3
4
5 6