GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 11.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.8M
3
+$1.38M
4
DVN icon
Devon Energy
DVN
+$1.08M
5
DELL icon
Dell
DELL
+$956K

Top Sells

1
+$3.09M
2
+$2.27M
3
+$1.19M
4
MU icon
Micron Technology
MU
+$1.08M
5
GLD icon
SPDR Gold Trust
GLD
+$943K

Sector Composition

1 Technology 11.61%
2 Financials 9.41%
3 Communication Services 6.18%
4 Consumer Discretionary 5.49%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25.6K 0.02%
179
-10
102
$25.3K 0.02%
1,000
103
$24.9K 0.02%
223
+21
104
$23.3K 0.02%
316
+4
105
$23.2K 0.02%
200
106
$23.2K 0.02%
1,066
-164
107
$23.1K 0.02%
470
-250
108
$23.1K 0.02%
63
-3
109
$22.7K 0.02%
23
110
$22K 0.02%
+500
111
$21.9K 0.02%
70
-11
112
$21.2K 0.01%
100
113
$21K 0.01%
200
114
$20.9K 0.01%
200
115
$18.2K 0.01%
110
116
$17.6K 0.01%
273
+80
117
$16.4K 0.01%
168
118
$16.2K 0.01%
55
-4,037
119
$16.2K 0.01%
800
120
$15.6K 0.01%
160
121
$13.6K 0.01%
10,000
122
$13.6K 0.01%
1,550
123
$12.6K 0.01%
1,000
124
$12.2K 0.01%
81
-5,442
125
$11.9K 0.01%
125
3 4
5
6 7