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
$125M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.63M
3
+$756K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$424K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$266K

Top Sells

1
+$2.15M
2
+$1.73M
3
+$271K
4
XYZ
Block Inc
XYZ
+$234K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$208K

Sector Composition

1 Financials 11.57%
2 Technology 10.98%
3 Industrials 5.74%
4 Utilities 5.5%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.4K 0.03%
2,150
-680
102
$30.2K 0.02%
720
+700
103
$29.8K 0.02%
200
104
$26.5K 0.02%
100
105
$25.8K 0.02%
600
106
$25.8K 0.02%
306
107
$25.5K 0.02%
1,385
+600
108
$25K 0.02%
235
-1
109
$23K 0.02%
135
110
$21.6K 0.02%
200
111
$21.4K 0.02%
100
112
$21.1K 0.02%
135
113
$20.1K 0.02%
800
114
$19.7K 0.02%
600
115
$19.5K 0.02%
35
-2
116
$19.5K 0.02%
130
-8
117
$19.4K 0.02%
110
-11
118
$19.1K 0.02%
79
-4
119
$19K 0.02%
160
120
$18.5K 0.01%
260
121
$18.3K 0.01%
6,200
+200
122
$18.2K 0.01%
258
+22
123
$18.2K 0.01%
231
+4
124
$18K 0.01%
115
125
$17.8K 0.01%
222
+10
3 4
5
6 7