GC
Gould Capital Portfolio holdings
AUM
$150M
This Quarter Return
-3.37%
1 Year Return
+14.08%
3 Year Return
+50.16%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-5.3%)
Cap. Flow
-$1.38M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
48.43%
Holding
197
New
3
Increased
30
Reduced
44
Closed
1
Top Buys
| 1 |
lululemon athletica
LULU
|
$992K |
| 2 |
Allegro MicroSystems
ALGM
|
$812K |
| 3 |
US Bancorp
USB
|
$262K |
| 4 |
XYZ
Block, Inc.
XYZ
|
$208K |
| 5 |
JNPR
Juniper Networks
JNPR
|
$138K |
Top Sells
| 1 |
Boston Scientific
BSX
|
$1.02M |
| 2 |
CoStar Group
CSGP
|
$844K |
| 3 |
Meta Platforms (Facebook)
META
|
$691K |
| 4 |
Apple
AAPL
|
$159K |
| 5 |
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% |
