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
$152M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.25M
3
+$1.22M
4
APO icon
Apollo Global Management
APO
+$1.19M
5
OC icon
Owens Corning
OC
+$1.16M

Top Sells

1
+$3.15M
2
+$1.4M
3
+$1.19M
4
UNP icon
Union Pacific
UNP
+$1.15M
5
RNR icon
RenaissanceRe
RNR
+$1.12M

Sector Composition

1 Financials 10.37%
2 Technology 10.31%
3 Communication Services 6.58%
4 Healthcare 6.44%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.6K 0.02%
720
102
$32.2K 0.02%
312
103
$32.1K 0.02%
1,369
+171
104
$31.8K 0.02%
214
105
$31.6K 0.02%
232
-34
106
$31.2K 0.02%
200
107
$28.7K 0.02%
1,230
108
$27.8K 0.02%
600
109
$27.7K 0.02%
267
110
$27.6K 0.02%
178
111
$27.4K 0.02%
53
-15
112
$27.4K 0.02%
600
113
$26.7K 0.02%
66
114
$26.6K 0.02%
341
-73
115
$26.2K 0.02%
81
116
$26.2K 0.02%
257
117
$25.5K 0.02%
202
118
$25.3K 0.02%
310
119
$25.1K 0.02%
108
-22
120
$23.9K 0.02%
23
121
$22.7K 0.01%
2,330
122
$22.1K 0.01%
230
-32
123
$22K 0.01%
100
124
$22K 0.01%
686
125
$20.9K 0.01%
189
3 4
5
6 7