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
$139M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.71M
3
+$1.43M
4
XYZ
Block Inc
XYZ
+$1.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M

Top Sells

1
+$2.98M
2
+$1.95M
3
+$1.4M
4
SSNC icon
SS&C Technologies
SSNC
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Technology 15.11%
2 Financials 9.33%
3 Industrials 5.98%
4 Communication Services 5.64%
5 Utilities 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26K 0.02%
1,255
-75
102
$26K 0.02%
135
103
$25K 0.02%
150
-6,455
104
$24K 0.02%
667
-1,243
105
$24K 0.02%
93
+1
106
$24K 0.02%
294
-119
107
$23K 0.02%
200
108
$22K 0.02%
2,700
-300
109
$22K 0.02%
650
+16
110
$21K 0.02%
160
111
$21K 0.02%
109
+20
112
$21K 0.02%
100
113
$21K 0.02%
121
-274
114
$20K 0.01%
100
-15
115
$20K 0.01%
1,200
116
$20K 0.01%
100
+50
117
$20K 0.01%
600
118
$20K 0.01%
125
119
$20K 0.01%
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120
$19K 0.01%
37
-5
121
$19K 0.01%
119
-43
122
$19K 0.01%
+5,700
123
$18K 0.01%
133
-6
124
$18K 0.01%
135
+3
125
$18K 0.01%
340
-10
3 4
5
6 7