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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.5M
3
+$9.47M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.93M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.63%
2 Financials 9.46%
3 Industrials 6.53%
4 Communication Services 5.49%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35K 0.02%
+92
102
$34K 0.02%
+1,560
103
$33K 0.02%
+211
104
$32K 0.02%
+250
105
$31K 0.02%
+527
106
$30K 0.02%
+95
107
$29K 0.02%
+532
108
$29K 0.02%
+800
109
$28K 0.02%
+189
110
$27K 0.02%
+1,850
111
$27K 0.02%
+162
112
$27K 0.02%
+135
113
$25K 0.02%
+350
114
$25K 0.02%
+413
115
$24K 0.02%
+100
116
$24K 0.02%
+58
117
$24K 0.02%
+150
118
$23K 0.02%
+132
119
$23K 0.02%
+200
120
$23K 0.02%
+634
121
$22K 0.02%
+139
122
$22K 0.02%
+89
123
$22K 0.02%
+42
124
$22K 0.02%
+309
125
$21K 0.01%
+115
3 4
5
6 7