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GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.27M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$786K

Top Sells

1
+$2.01M
2
+$1.89M
3
+$828K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$245K
5
NVDA icon
NVIDIA
NVDA
+$134K

Sector Composition

1 Technology 13.15%
2 Financials 9.68%
3 Communication Services 7.53%
4 Industrials 5.69%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.6K 0.01%
+111
127
$15.4K 0.01%
183
-9,276
128
$15.3K 0.01%
800
129
$15.1K 0.01%
160
130
$14.7K 0.01%
52
-68
131
$13.9K 0.01%
1,550
132
$13.7K 0.01%
28
133
$13.6K 0.01%
50
-9
134
$13.3K 0.01%
20
135
$12.5K 0.01%
100
136
$11.8K 0.01%
89
-67
137
$11.7K 0.01%
350
138
$11.4K 0.01%
2,000
139
$11K 0.01%
71
140
$10.8K 0.01%
150
141
$10.2K 0.01%
279
+129
142
$10.1K 0.01%
1,053
+3
143
$10.1K 0.01%
150
144
$9.8K 0.01%
100
145
$9.68K 0.01%
63
146
$8.86K 0.01%
500
147
$8.13K 0.01%
200
148
$8.02K 0.01%
70
-10
149
$7.89K ﹤0.01%
70
150
$7.83K ﹤0.01%
200
4 5
6
7 8