GC

Gould Capital Portfolio holdings

AUM $150M
1-Year Est. Return 14.08%
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.5M
3
+$9.47M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.93M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.63%
2 Financials 9.46%
3 Industrials 6.53%
4 Communication Services 5.49%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21K 0.01%
+1,200
127
$21K 0.01%
+125
128
$20K 0.01%
+160
129
$20K 0.01%
+170
130
$19K 0.01%
+218
131
$18K 0.01%
+78
132
$18K 0.01%
+855
133
$18K 0.01%
+46
134
$18K 0.01%
+172
135
$18K 0.01%
+834
136
$18K 0.01%
+1,000
137
$17K 0.01%
+100
138
$17K 0.01%
+104
139
$17K 0.01%
+190
140
$16K 0.01%
+100
141
$16K 0.01%
+350
142
$16K 0.01%
+271
143
$16K 0.01%
+600
144
$15K 0.01%
+148
145
$15K 0.01%
+110
146
$14K 0.01%
+2,835
147
$14K 0.01%
+65
148
$14K 0.01%
+123
149
$14K 0.01%
+60
150
$13K 0.01%
+221
4 5
6
7 8