GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
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 +$2.28M
2 +$1.83M
3 +$1.31M
4
TMUS icon
T-Mobile US
TMUS
+$1.05M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$788K

Top Sells

1 +$2.04M
2 +$1.89M
3 +$780K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$255K
5
NVDA icon
NVIDIA
NVDA
+$143K

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
PEP icon
126
PepsiCo
PEP
$204B
$15.6K 0.01%
+111
FTNT icon
127
Fortinet
FTNT
$61.3B
$15.4K 0.01%
183
-9,276
DOC icon
128
Healthpeak Properties
DOC
$11.6B
$15.3K 0.01%
800
CNI icon
129
Canadian National Railway
CNI
$60.3B
$15.1K 0.01%
160
AMGN icon
130
Amgen
AMGN
$171B
$14.7K 0.01%
52
-68
NUV icon
131
Nuveen Municipal Value Fund
NUV
$1.89B
$13.9K 0.01%
1,550
CRWD icon
132
CrowdStrike
CRWD
$130B
$13.7K 0.01%
28
SOXX icon
133
iShares Semiconductor ETF
SOXX
$17.8B
$13.6K 0.01%
50
-9
SPY icon
134
SPDR S&P 500 ETF Trust
SPY
$708B
$13.3K 0.01%
20
ITRI icon
135
Itron
ITRI
$4.41B
$12.5K 0.01%
100
IDA icon
136
Idacorp
IDA
$6.8B
$11.8K 0.01%
89
-67
INTC icon
137
Intel
INTC
$188B
$11.7K 0.01%
350
LAC
138
Lithium Americas
LAC
$1.62B
$11.4K 0.01%
2,000
MMM icon
139
3M
MMM
$89.6B
$11K 0.01%
71
XYZ
140
Block Inc
XYZ
$38.7B
$10.8K 0.01%
150
TOST icon
141
Toast
TOST
$21.2B
$10.2K 0.01%
279
+129
ACHR icon
142
Archer Aviation
ACHR
$6.28B
$10.1K 0.01%
1,053
+3
PYPL icon
143
PayPal
PYPL
$57.7B
$10.1K 0.01%
150
UBER icon
144
Uber
UBER
$178B
$9.8K 0.01%
100
PG icon
145
Procter & Gamble
PG
$329B
$9.68K 0.01%
63
FDRV icon
146
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$30.4M
$8.86K 0.01%
500
CUBE icon
147
CubeSmart
CUBE
$8.31B
$8.13K 0.01%
200
DIS icon
148
Walt Disney
DIS
$199B
$8.02K 0.01%
70
-10
XOM icon
149
Exxon Mobil
XOM
$504B
$7.89K ﹤0.01%
70
UHT
150
Universal Health Realty Income Trust
UHT
$585M
$7.83K ﹤0.01%
200