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
$125M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.63M
3
+$756K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$424K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$266K

Top Sells

1
+$2.15M
2
+$1.73M
3
+$271K
4
XYZ
Block Inc
XYZ
+$234K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$208K

Sector Composition

1 Financials 11.57%
2 Technology 10.98%
3 Industrials 5.74%
4 Utilities 5.5%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.4K 0.01%
651
127
$17.4K 0.01%
55
128
$17.2K 0.01%
202
-7
129
$17.1K 0.01%
200
130
$16.8K 0.01%
400
+10
131
$16.6K 0.01%
100
132
$16.6K 0.01%
25,618
+3,234
133
$15.8K 0.01%
1,200
134
$15.7K 0.01%
139
+5
135
$14.9K 0.01%
+692
136
$14.7K 0.01%
101
+3
137
$14.4K 0.01%
100
138
$12.8K 0.01%
40
139
$12.2K 0.01%
1,255
140
$12.1K 0.01%
733
+24
141
$11.6K 0.01%
350
142
$11.2K 0.01%
396
143
$11.1K 0.01%
168
144
$10.2K 0.01%
1,139
145
$10.2K 0.01%
2,700
146
$10.2K 0.01%
500
147
$9.55K 0.01%
63
148
$9.55K 0.01%
200
149
$9.51K 0.01%
200
150
$8.88K 0.01%
251
4 5
6
7 8