GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$121K
3
+$87.9K
4
AES icon
AES
AES
+$83.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$82.1K

Top Sells

1
+$234K
2
+$151K
3
+$69.6K
4
GLD icon
SPDR Gold Trust
GLD
+$63.6K
5
NVDA icon
NVIDIA
NVDA
+$54.5K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.4K 0.02%
400
102
$28.1K 0.02%
204
+25
103
$27K 0.02%
297
104
$26K 0.02%
500
105
$25.1K 0.02%
1,066
106
$24.6K 0.02%
+355
107
$24.2K 0.02%
1,000
108
$23.9K 0.02%
23
109
$23.4K 0.02%
223
110
$23.3K 0.02%
100
111
$23.3K 0.02%
470
112
$23.1K 0.02%
63
113
$22.9K 0.02%
70
114
$21.9K 0.01%
10,000
115
$21.2K 0.01%
316
116
$21K 0.01%
200
117
$19.7K 0.01%
200
118
$18.7K 0.01%
273
119
$18.1K 0.01%
1,449
+449
120
$18K 0.01%
156
-44
121
$17K 0.01%
2,500
122
$16.8K 0.01%
110
123
$16.6K 0.01%
160
124
$16K 0.01%
168
125
$14.4K 0.01%
125
3 4
5
6 7