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
$139M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.78M
3
+$1.45M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.35M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.28M

Top Sells

1
+$2.89M
2
+$1.95M
3
+$1.4M
4
SSNC icon
SS&C Technologies
SSNC
+$1.2M
5
MEDP icon
Medpace
MEDP
+$1.06M

Sector Composition

1 Technology 15.11%
2 Financials 9.33%
3 Industrials 5.98%
4 Communication Services 5.64%
5 Utilities 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K 0.01%
198
+8
127
$17K 0.01%
100
128
$17K 0.01%
188
+40
129
$17K 0.01%
223
+5
130
$17K 0.01%
145
-25
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$16K 0.01%
80
+15
132
$15K 0.01%
86
+8
133
$15K 0.01%
50
-8
134
$15K 0.01%
40
-6
135
$14K 0.01%
100
136
$14K 0.01%
350
137
$14K 0.01%
182
+10
138
$13K 0.01%
2,835
139
$12K 0.01%
+235
140
$12K 0.01%
200
141
$11K 0.01%
500
142
$11K 0.01%
85
143
$10K 0.01%
186
+56
144
$10K 0.01%
200
145
$10K 0.01%
200
-1,350
146
$10K 0.01%
168
147
$9K 0.01%
20
148
$9K 0.01%
514
+11
149
$9K 0.01%
60
-129
150
$9K 0.01%
30
-65
4 5
6
7 8