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
$131M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$67.3K
3
+$42.1K
4
XYZ
Block Inc
XYZ
+$38.4K
5
FM
iShares Frontier and Select EM ETF
FM
+$36.1K

Top Sells

1
+$871K
2
+$349K
3
+$259K
4
MSFT icon
Microsoft
MSFT
+$216K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$216K

Sector Composition

1 Technology 15.59%
2 Financials 9.08%
3 Communication Services 6.98%
4 Industrials 5.17%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.6K 0.02%
855
102
$26.4K 0.02%
200
103
$26.2K 0.02%
303
-15
104
$26K 0.02%
199
105
$25.2K 0.02%
130
106
$25.1K 0.02%
351
+100
107
$24.4K 0.02%
31
108
$24.4K 0.02%
380
109
$24.3K 0.02%
226
-10
110
$23.1K 0.02%
124
111
$21.3K 0.02%
538
-168
112
$20.8K 0.02%
1,500
113
$20.8K 0.02%
100
114
$20.5K 0.02%
5,538
115
$20.5K 0.02%
200
116
$19.8K 0.02%
257
117
$19.6K 0.02%
600
118
$19.5K 0.01%
686
+290
119
$19.5K 0.01%
100
120
$19.4K 0.01%
160
121
$19K 0.01%
285
122
$18.9K 0.01%
61
123
$18.9K 0.01%
77
124
$18.8K 0.01%
134
125
$18.5K 0.01%
151
3 4
5
6 7