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
$152M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.25M
3
+$1.22M
4
APO icon
Apollo Global Management
APO
+$1.19M
5
OC icon
Owens Corning
OC
+$1.16M

Top Sells

1
+$3.15M
2
+$1.4M
3
+$1.19M
4
UNP icon
Union Pacific
UNP
+$1.15M
5
RNR icon
RenaissanceRe
RNR
+$1.12M

Sector Composition

1 Financials 10.37%
2 Technology 10.31%
3 Communication Services 6.58%
4 Healthcare 6.44%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.7K 0.01%
100
127
$20.6K 0.01%
200
128
$19.5K 0.01%
250
-35
129
$19.5K 0.01%
193
130
$18.7K 0.01%
160
131
$18.3K 0.01%
800
132
$17.8K 0.01%
110
133
$17.7K 0.01%
307
-20,715
134
$16.6K 0.01%
168
135
$16K 0.01%
580
136
$15.8K 0.01%
345
-73
137
$14.7K 0.01%
507
+7
138
$14.5K 0.01%
63
139
$14.3K 0.01%
900
+20
140
$14K 0.01%
1,550
141
$13.2K 0.01%
200
+100
142
$11.5K 0.01%
20
143
$10.9K 0.01%
63
144
$10.8K 0.01%
200
145
$10.7K 0.01%
1,000
146
$10.7K 0.01%
+100
147
$10.7K 0.01%
2,905
-22,770
148
$10.1K 0.01%
150
-80
149
$10K 0.01%
125
150
$9.91K 0.01%
55
4 5
6
7 8