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
$124M
AUM Growth
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$812K
3
+$262K
4
XYZ
Block Inc
XYZ
+$208K
5
JNPR
Juniper Networks
JNPR
+$138K

Top Sells

1
+$1.02M
2
+$844K
3
+$691K
4
AAPL icon
Apple
AAPL
+$159K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$158K

Sector Composition

1 Technology 16.27%
2 Financials 9.8%
3 Communication Services 6.7%
4 Industrials 5.54%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.3K 0.01%
217
127
$16.2K 0.01%
134
128
$16.2K 0.01%
100
129
$16.1K 0.01%
686
130
$15.3K 0.01%
221
131
$14.8K 0.01%
633
-25
132
$14.8K 0.01%
133
133
$14.2K 0.01%
800
134
$14.2K 0.01%
168
135
$14.2K 0.01%
858
136
$13.1K 0.01%
500
137
$12.9K 0.01%
+87
138
$12.7K 0.01%
809
+22
139
$11.7K 0.01%
100
140
$9.96K 0.01%
1,139
141
$9.8K 0.01%
2,025
142
$9.5K 0.01%
125
-11,114
143
$9.35K 0.01%
350
144
$9.15K 0.01%
63
145
$9.07K 0.01%
60
-25
146
$8.55K 0.01%
20
147
$8.45K 0.01%
500
148
$8.15K 0.01%
200
149
$7.5K 0.01%
200
150
$7.32K 0.01%
652
+21
4 5
6
7 8