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
$165M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$3.09M
3 +$2.44M
4
BND icon
Vanguard Total Bond Market
BND
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1 +$3.52M
2 +$2.97M
3 +$2.94M
4
CAT icon
Caterpillar
CAT
+$2.06M
5
LRCX icon
Lam Research
LRCX
+$1.84M

Sector Composition

1 Technology 9.87%
2 Financials 8.61%
3 Communication Services 7.23%
4 Industrials 5.57%
5 Consumer Staples 4.47%