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
-$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$65.6K
3
+$64K
4
GILD icon
Gilead Sciences
GILD
+$51.9K
5
COST icon
Costco
COST
+$51K

Top Sells

1
+$1.94M
2
+$577K
3
+$138K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$121K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$114K

Sector Composition

1 Technology 12.64%
2 Financials 11.58%
3 Communication Services 7%
4 Healthcare 6.48%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31.9K 0.02%
855
102
$31.2K 0.02%
340
-20
103
$30.4K 0.02%
6,562
-276
104
$29.6K 0.02%
200
105
$29.6K 0.02%
414
106
$29.4K 0.02%
100
107
$29.1K 0.02%
720
108
$28.4K 0.02%
686
109
$27.7K 0.02%
214
+4
110
$26.3K 0.02%
312
+12
111
$26K 0.02%
262
-253
112
$25.9K 0.02%
267
+4
113
$25.5K 0.02%
600
114
$25.3K 0.02%
130
115
$24.6K 0.02%
1,230
+20
116
$24.4K 0.02%
178
117
$22.7K 0.02%
66
+5
118
$22.7K 0.02%
202
+32
119
$22.5K 0.02%
257
-35
120
$22.4K 0.02%
81
-4
121
$21.4K 0.02%
100
122
$20.8K 0.01%
23
123
$20.4K 0.01%
193
+23
124
$20.2K 0.01%
189
-27
125
$19.5K 0.01%
600
3 4
5
6 7