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
$144M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.61M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
GNRC icon
Generac Holdings
GNRC
+$788K

Top Sells

1
+$2.82M
2
+$2.47M
3
+$1.23M
4
OC icon
Owens Corning
OC
+$1.12M
5
BK icon
Bank of New York Mellon
BK
+$961K

Sector Composition

1 Technology 11.95%
2 Financials 9.66%
3 Communication Services 7.18%
4 Consumer Discretionary 5.86%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.9K 0.02%
6,562
102
$29.7K 0.02%
340
103
$28.9K 0.02%
1,230
104
$28.7K 0.02%
214
105
$28.2K 0.02%
81
106
$27K 0.02%
200
107
$26.9K 0.02%
178
108
$26.8K 0.02%
312
109
$26.5K 0.02%
1,000
+493
110
$25.7K 0.02%
66
111
$25.1K 0.02%
100
112
$24.3K 0.02%
267
113
$24.2K 0.02%
23
114
$23.9K 0.02%
257
115
$22.6K 0.02%
100
116
$21.9K 0.02%
200
117
$21.4K 0.01%
202
118
$21.3K 0.01%
250
119
$20.4K 0.01%
193
120
$20.1K 0.01%
189
121
$19.9K 0.01%
7,943
+5,038
122
$17.5K 0.01%
168
123
$16.2K 0.01%
160
124
$16.2K 0.01%
800
125
$15.9K 0.01%
110
3 4
5
6 7