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
$144M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.61M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
GNRC icon
Generac Holdings
GNRC
+$788K

Top Sells

1
+$2.82M
2
+$2.47M
3
+$1.23M
4
OC icon
Owens Corning
OC
+$1.12M
5
BK icon
Bank of New York Mellon
BK
+$961K

Sector Composition

1 Technology 11.95%
2 Financials 9.66%
3 Communication Services 7.18%
4 Consumer Discretionary 5.86%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.8K 0.01%
307
127
$13.8K 0.01%
687
-682
128
$13.4K 0.01%
580
129
$13.3K 0.01%
1,550
130
$13.3K 0.01%
10,000
+5,000
131
$13.3K 0.01%
125
132
$12.9K 0.01%
922
+22
133
$12.8K 0.01%
1,000
+611
134
$12.7K 0.01%
150
135
$12.5K 0.01%
58
-5
136
$11.7K 0.01%
20
137
$11.6K 0.01%
200
138
$11.3K 0.01%
33
139
$10.9K 0.01%
100
140
$10.8K 0.01%
178
-14,222
141
$10.6K 0.01%
63
142
$10.5K 0.01%
83
-149
143
$10.2K 0.01%
92
-138
144
$10.2K 0.01%
1,050
145
$9.16K 0.01%
71
146
$8.86K 0.01%
500
-1,500
147
$8.57K 0.01%
200
148
$8.23K 0.01%
55
149
$7.6K 0.01%
752
+15
150
$7.53K 0.01%
70
-224
4 5
6
7 8