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
$130M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.18M
3
+$3.31M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
5
PSA icon
Public Storage
PSA
+$2.83M

Top Sells

1
+$9.76M
2
+$9.25M
3
+$3.37M
4
AES icon
AES
AES
+$3.06M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M

Sector Composition

1 Technology 14.93%
2 Financials 9.57%
3 Communication Services 6.47%
4 Industrials 4.98%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.8K 0.02%
119
-4,425
102
$28.2K 0.02%
150
103
$27.9K 0.02%
706
-69,967
104
$27K 0.02%
318
+12
105
$26.6K 0.02%
130
-41
106
$26K 0.02%
236
+1
107
$25.2K 0.02%
600
108
$24K 0.02%
135
109
$23.8K 0.02%
1,535
+150
110
$22.5K 0.02%
100
111
$21.7K 0.02%
200
112
$21.6K 0.02%
285
+25
113
$21.4K 0.02%
31
-4
114
$21K 0.02%
100
115
$20.5K 0.02%
124
+23
116
$20.4K 0.02%
5,538
-662
117
$20.1K 0.02%
380
-20
118
$19.6K 0.02%
1,500
+300
119
$19.3K 0.01%
217
-41
120
$19.3K 0.01%
257
+26
121
$19.1K 0.01%
100
122
$19.1K 0.01%
199
-3
123
$19K 0.01%
134
-1
124
$18.9K 0.01%
160
125
$18.8K 0.01%
151
+12
3 4
5
6 7