We are live on ! Find out more
GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.27M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$786K

Top Sells

1
+$2.01M
2
+$1.89M
3
+$828K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$245K
5
NVDA icon
NVIDIA
NVDA
+$134K

Sector Composition

1 Technology 13.15%
2 Financials 9.68%
3 Communication Services 7.53%
4 Industrials 5.69%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.3K 0.02%
100
102
$31.6K 0.02%
260
103
$30.1K 0.02%
1,000
104
$29.6K 0.02%
70
105
$28.9K 0.02%
204
106
$28.1K 0.02%
1,066
107
$27.7K 0.02%
200
108
$25.9K 0.02%
+1,000
109
$25.5K 0.02%
223
110
$25.5K 0.02%
63
111
$25.5K 0.02%
1,000
112
$23.9K 0.01%
316
113
$23.7K 0.01%
297
114
$22.9K 0.01%
273
115
$22.4K 0.01%
450
-20
116
$21.9K 0.01%
23
117
$21.5K 0.01%
350
+100
118
$21.2K 0.01%
500
119
$21.1K 0.01%
106
120
$20.4K 0.01%
110
121
$18.6K 0.01%
125
122
$17.9K 0.01%
200
123
$17.1K 0.01%
1,452
+3
124
$16.5K 0.01%
168
125
$16.3K 0.01%
2,500
3 4
5
6 7