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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.15M
3
+$1.07M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$985K

Top Sells

1
+$1.48M
2
+$1.34M
3
+$1.3M
4
INTC icon
Intel
INTC
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M

Sector Composition

1 Technology 13.82%
2 Financials 11.74%
3 Communication Services 6.51%
4 Industrials 5.91%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.7K 0.02%
196
+22
102
$31.3K 0.02%
100
103
$31K 0.02%
720
+20
104
$30.7K 0.02%
133
+17
105
$30.6K 0.02%
210
+65
106
$30.1K 0.02%
310
-30
107
$27.8K 0.02%
2,535
+400
108
$26.3K 0.02%
292
109
$25.7K 0.02%
130
110
$25.5K 0.02%
1,210
+179
111
$25K 0.02%
85
+1
112
$24.6K 0.02%
300
+49
113
$23.9K 0.02%
170
-40
114
$23.7K 0.02%
178
+35
115
$23.7K 0.02%
263
116
$23.4K 0.02%
61
117
$23.4K 0.02%
23
-5
118
$23.4K 0.02%
600
119
$23.2K 0.02%
216
120
$22.6K 0.02%
686
121
$22.1K 0.02%
170
+5
122
$21.1K 0.01%
160
123
$20.8K 0.01%
168
124
$20.5K 0.01%
100
125
$19.1K 0.01%
285
3 4
5
6 7