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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.15M
3
+$1.07M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$985K

Top Sells

1
+$1.48M
2
+$1.34M
3
+$1.3M
4
INTC icon
Intel
INTC
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M

Sector Composition

1 Technology 13.82%
2 Financials 11.74%
3 Communication Services 6.51%
4 Industrials 5.91%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.01%
100
127
$18.6K 0.01%
200
128
$17.4K 0.01%
110
129
$17.2K 0.01%
418
-80
130
$16.5K 0.01%
633
131
$15.1K 0.01%
600
+100
132
$15K 0.01%
800
133
$14.2K 0.01%
63
-312
134
$13.9K 0.01%
+500
135
$13.5K 0.01%
1,550
136
$13.3K 0.01%
350
137
$12.7K 0.01%
150
-17,461
138
$11.9K 0.01%
858
+19
139
$11.5K 0.01%
1,000
140
$10.6K 0.01%
33
141
$10.5K 0.01%
20
142
$10.2K 0.01%
63
143
$9.85K 0.01%
5,000
144
$9.65K 0.01%
125
145
$9.59K 0.01%
45
-15
146
$9.58K 0.01%
2,330
147
$9.04K 0.01%
200
148
$8.12K 0.01%
100
149
$8.09K 0.01%
55
150
$7.8K 0.01%
+100
4 5
6
7 8