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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
$165M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.09M
3
+$2.44M
4
BND icon
Vanguard Total Bond Market
BND
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1
+$3.52M
2
+$2.97M
3
+$2.94M
4
CAT icon
Caterpillar
CAT
+$2.06M
5
LRCX icon
Lam Research
LRCX
+$1.84M

Sector Composition

1 Technology 9.87%
2 Financials 8.61%
3 Communication Services 7.23%
4 Industrials 5.57%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
101
Cummins
CMI
$90.5B
$35K 0.02%
65
-5
MU icon
102
Micron Technology
MU
$1.12T
$33.8K 0.02%
100
-342
NKE icon
103
Nike
NKE
$68.1B
$33.4K 0.02%
633
HD icon
104
Home Depot
HD
$325B
$32.9K 0.02%
100
+37
AOR icon
105
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.61B
$32.2K 0.02%
500
-1,763
LULU icon
106
lululemon athletica
LULU
$13.8B
$31.5K 0.02%
+206
EFT
107
Eaton Vance Floating-Rate Income Trust
EFT
$287M
$30.6K 0.02%
2,853
+41
QQQ icon
108
Invesco QQQ Trust
QQQ
$476B
$29.6K 0.02%
51
FFIV icon
109
F5
FFIV
$22.2B
$28.9K 0.02%
100
GNRC icon
110
Generac Holdings
GNRC
$15.1B
$28.9K 0.02%
148
-209
PFE icon
111
Pfizer
PFE
$149B
$28.1K 0.02%
1,000
COF icon
112
Capital One
COF
$113B
$27.4K 0.02%
150
+50
RDDT icon
113
Reddit
RDDT
$33.4B
$26.9K 0.02%
200
JNJ icon
114
Johnson & Johnson
JNJ
$574B
$26.9K 0.02%
110
URA icon
115
Global X Uranium ETF
URA
$6.23B
$25.9K 0.02%
535
SPAB icon
116
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.72B
$25.6K 0.02%
1,000
-440
UBER icon
117
Uber
UBER
$142B
$24.8K 0.02%
345
TGT icon
118
Target
TGT
$60.2B
$24.2K 0.01%
200
HON icon
119
Honeywell
HON
$139B
$22.6K 0.01%
100
SHOP icon
120
Shopify
SHOP
$143B
$19.6K 0.01%
165
PCAR icon
121
PACCAR
PCAR
$61.9B
$19.4K 0.01%
168
ABNB icon
122
Airbnb
ABNB
$77.7B
$18.9K 0.01%
150
-50
ACHR icon
123
Archer Aviation
ACHR
$4.04B
$18.4K 0.01%
3,560
ALK icon
124
Alaska Air
ALK
$5.2B
$17.3K 0.01%
470
CNI icon
125
Canadian National Railway
CNI
$71.7B
$16.4K 0.01%
160
3 4
5
6 7