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
$131M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$67.3K
3
+$42.1K
4
XYZ
Block Inc
XYZ
+$38.4K
5
FM
iShares Frontier and Select EM ETF
FM
+$36.1K

Top Sells

1
+$871K
2
+$349K
3
+$259K
4
MSFT icon
Microsoft
MSFT
+$216K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$216K

Sector Composition

1 Technology 15.59%
2 Financials 9.08%
3 Communication Services 6.98%
4 Industrials 5.17%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.4K 0.01%
217
127
$18.2K 0.01%
110
128
$18.2K 0.01%
100
-35
129
$18.1K 0.01%
221
130
$16.7K 0.01%
100
131
$16.3K 0.01%
658
-25
132
$16.1K 0.01%
800
133
$16K 0.01%
133
134
$15.3K 0.01%
858
135
$14.7K 0.01%
85
-10
136
$14.6K 0.01%
100
137
$14.1K 0.01%
168
138
$13.6K 0.01%
787
+31
139
$13.5K 0.01%
1,139
140
$11.1K 0.01%
500
141
$10K 0.01%
350
142
$9.59K 0.01%
+500
143
$9.56K 0.01%
63
144
$9.52K 0.01%
200
145
$8.93K 0.01%
200
146
$8.87K 0.01%
20
147
$8.34K 0.01%
2,025
148
$8.19K 0.01%
55
149
$8.18K 0.01%
203
+50
150
$8.07K 0.01%
125
4 5
6
7 8