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
$116M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$108K
2
+$71.6K
3
+$49.6K
4
ADBE icon
Adobe
ADBE
+$45.4K
5
VZ icon
Verizon
VZ
+$44.6K

Top Sells

1
+$776K
2
+$80.7K
3
+$47.7K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$42.5K
5
MSFT icon
Microsoft
MSFT
+$39.6K

Sector Composition

1 Technology 12.83%
2 Financials 10.93%
3 Industrials 5.23%
4 Utilities 4.98%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.02%
150
102
$23K 0.02%
600
103
$22K 0.02%
22,384
+127
104
$22K 0.02%
260
105
$21K 0.02%
200
106
$20K 0.02%
200
107
$20K 0.02%
121
108
$20K 0.02%
1,255
109
$20K 0.02%
135
110
$18K 0.02%
800
111
$18K 0.02%
37
112
$18K 0.02%
115
-10
113
$17K 0.01%
138
114
$17K 0.01%
83
115
$17K 0.01%
160
116
$17K 0.01%
135
117
$17K 0.01%
100
118
$17K 0.01%
600
119
$16K 0.01%
227
120
$16K 0.01%
251
+20
121
$16K 0.01%
1,200
122
$16K 0.01%
209
123
$16K 0.01%
651
124
$15K 0.01%
55
125
$14K 0.01%
544
+5
3 4
5
6 7