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

Top Buys

1
+$3.43M
2
+$1.71M
3
+$1.43M
4
XYZ
Block Inc
XYZ
+$1.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M

Top Sells

1
+$2.98M
2
+$1.95M
3
+$1.4M
4
SSNC icon
SS&C Technologies
SSNC
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

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
131
$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%
100
148
$9K 0.01%
20
149
$9K 0.01%
514
+11
150
$9K 0.01%
60
-129
4 5
6
7 8