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
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.5M
3
+$9.47M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.93M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.63%
2 Financials 9.46%
3 Industrials 6.53%
4 Communication Services 5.49%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
+85
152
$13K 0.01%
+50
153
$12K 0.01%
+214
154
$12K 0.01%
+200
155
$11K 0.01%
+200
156
$11K 0.01%
+103
157
$10K 0.01%
+100
158
$10K 0.01%
+500
159
$10K 0.01%
+30
160
$10K 0.01%
+168
161
$10K 0.01%
+30
162
$10K 0.01%
+181
163
$9K 0.01%
+20
164
$9K 0.01%
+503
165
$8K 0.01%
+449
166
$8K 0.01%
+156
167
$7K ﹤0.01%
+130
168
$7K ﹤0.01%
+90
169
$7K ﹤0.01%
+33
170
$6K ﹤0.01%
+20
171
$6K ﹤0.01%
+267
172
$6K ﹤0.01%
+14
173
$5K ﹤0.01%
+103
174
$5K ﹤0.01%
+55
175
$5K ﹤0.01%
+180
5 6
7
8 9