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
-$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$65.6K
3
+$64K
4
GILD icon
Gilead Sciences
GILD
+$51.9K
5
COST icon
Costco
COST
+$51K

Top Sells

1
+$1.94M
2
+$577K
3
+$138K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$121K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$114K

Sector Composition

1 Technology 12.64%
2 Financials 11.58%
3 Communication Services 7%
4 Healthcare 6.48%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.9K 0.01%
160
127
$18.6K 0.01%
200
128
$17.8K 0.01%
418
129
$17.3K 0.01%
168
130
$17.2K 0.01%
100
131
$16.6K 0.01%
1,000
132
$16.5K 0.01%
285
133
$16.1K 0.01%
110
134
$15.7K 0.01%
800
135
$15.5K 0.01%
63
136
$14.8K 0.01%
230
+80
137
$14K 0.01%
500
138
$13.9K 0.01%
580
-53
139
$13.4K 0.01%
1,550
140
$12.6K 0.01%
33
141
$11.3K 0.01%
880
+22
142
$11.2K 0.01%
2,330
143
$10.9K 0.01%
20
144
$10.4K 0.01%
63
145
$9.47K 0.01%
+123
146
$9.03K 0.01%
200
147
$8.55K 0.01%
55
148
$8.4K 0.01%
440
149
$8.26K 0.01%
125
150
$7.91K 0.01%
100
4 5
6
7 8