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
$116M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$108K
2
+$71.6K
3
+$49.6K
4
ADBE icon
Adobe
ADBE
+$45.4K
5
VZ icon
Verizon
VZ
+$44.6K

Top Sells

1
+$776K
2
+$80.7K
3
+$47.7K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$42.5K
5
MSFT icon
Microsoft
MSFT
+$39.6K

Sector Composition

1 Technology 12.83%
2 Financials 10.93%
3 Industrials 5.23%
4 Utilities 4.98%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14K 0.01%
98
127
$14K 0.01%
100
128
$14K 0.01%
390
129
$14K 0.01%
162
130
$14K 0.01%
134
131
$14K 0.01%
6,000
+198
132
$13K 0.01%
212
133
$13K 0.01%
500
134
$12K 0.01%
100
135
$12K 0.01%
396
136
$11K 0.01%
350
137
$11K 0.01%
709
+21
138
$11K 0.01%
40
139
$11K 0.01%
236
+10
140
$11K 0.01%
2,700
141
$11K 0.01%
+1,139
142
$10K 0.01%
200
143
$9K 0.01%
168
144
$9K 0.01%
101
+1
145
$9K 0.01%
200
146
$9K 0.01%
68
-25
147
$8K 0.01%
200
148
$8K 0.01%
+125
149
$8K 0.01%
85
150
$8K 0.01%
63
4 5
6
7 8