GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$121K
3
+$87.9K
4
AES icon
AES
AES
+$83.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$82.1K

Top Sells

1
+$234K
2
+$151K
3
+$69.6K
4
GLD icon
SPDR Gold Trust
GLD
+$63.6K
5
NVDA icon
NVIDIA
NVDA
+$54.5K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.3K 0.01%
28
-5
127
$14.1K 0.01%
59
+1
128
$14K 0.01%
800
129
$13.5K 0.01%
1,550
130
$13.2K 0.01%
100
131
$12.9K 0.01%
+1,000
132
$12.4K 0.01%
20
133
$11.8K 0.01%
42
-13
134
$11.4K 0.01%
1,050
135
$11.1K 0.01%
150
136
$10.8K 0.01%
71
137
$10.7K 0.01%
+250
138
$10.2K 0.01%
93
-11
139
$10.2K 0.01%
150
140
$10K 0.01%
63
141
$9.92K 0.01%
80
-12
142
$9.65K 0.01%
95
-12
143
$9.56K 0.01%
63
-18
144
$9.33K 0.01%
100
145
$8.5K 0.01%
200
146
$8.21K 0.01%
93
-11
147
$8.11K 0.01%
55
148
$8.04K 0.01%
+75
149
$7.99K 0.01%
200
150
$7.84K 0.01%
350
-37
4 5
6
7 8