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
$130M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.18M
3
+$3.31M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
5
PSA icon
Public Storage
PSA
+$2.83M

Top Sells

1
+$9.76M
2
+$9.25M
3
+$3.37M
4
AES icon
AES
AES
+$3.06M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M

Sector Composition

1 Technology 14.93%
2 Financials 9.57%
3 Communication Services 6.47%
4 Industrials 4.98%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.4K 0.01%
133
+3
127
$18.4K 0.01%
77
-2
128
$18K 0.01%
61
+6
129
$17.9K 0.01%
683
+32
130
$17.9K 0.01%
600
131
$17.6K 0.01%
800
132
$17.3K 0.01%
221
-1
133
$17.1K 0.01%
110
134
$17K 0.01%
251
135
$15.9K 0.01%
858
+166
136
$15.5K 0.01%
95
-20
137
$14.6K 0.01%
100
138
$12.8K 0.01%
756
+23
139
$12.8K 0.01%
1,139
140
$12.6K 0.01%
151
+51
141
$12.5K 0.01%
396
142
$12.3K 0.01%
168
143
$10.8K 0.01%
500
144
$10K 0.01%
350
145
$9.79K 0.01%
200
146
$9.62K 0.01%
200
147
$9.37K 0.01%
63
148
$9.24K 0.01%
200
149
$9.02K 0.01%
100
150
$8.96K 0.01%
55
+50
4 5
6
7 8