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
$124M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$812K
3
+$262K
4
XYZ
Block Inc
XYZ
+$208K
5
JNPR
Juniper Networks
JNPR
+$138K

Top Sells

1
+$1.02M
2
+$844K
3
+$691K
4
AAPL icon
Apple
AAPL
+$159K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$158K

Sector Composition

1 Technology 16.27%
2 Financials 9.8%
3 Communication Services 6.7%
4 Industrials 5.54%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.4K 0.02%
351
102
$25.8K 0.02%
700
103
$25.1K 0.02%
2,000
+500
104
$24.6K 0.02%
855
105
$24K 0.02%
380
106
$22.4K 0.02%
292
-11
107
$22.2K 0.02%
216
-10
108
$21.5K 0.02%
31
109
$21.3K 0.02%
200
110
$21K 0.02%
130
111
$20.7K 0.02%
124
112
$20.4K 0.02%
5,538
113
$19.8K 0.02%
600
114
$19.6K 0.02%
100
115
$18.8K 0.02%
498
-40
116
$18.3K 0.01%
61
117
$18.3K 0.01%
100
118
$18.2K 0.01%
257
119
$17.9K 0.01%
200
120
$17.4K 0.01%
77
121
$17.1K 0.01%
110
122
$17K 0.01%
160
123
$17K 0.01%
100
124
$16.7K 0.01%
285
125
$16.5K 0.01%
151
3 4
5
6 7