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
$139M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.71M
3
+$1.43M
4
XYZ
Block Inc
XYZ
+$1.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M

Top Sells

1
+$2.98M
2
+$1.95M
3
+$1.4M
4
SSNC icon
SS&C Technologies
SSNC
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Technology 15.11%
2 Financials 9.33%
3 Industrials 5.98%
4 Communication Services 5.64%
5 Utilities 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.01%
30
-65
152
$9K 0.01%
181
153
$8K 0.01%
30
154
$8K 0.01%
800
-3,937
155
$7K 0.01%
33
156
$7K 0.01%
449
157
$7K 0.01%
110
158
$7K 0.01%
30
159
$6K ﹤0.01%
90
160
$6K ﹤0.01%
103
161
$6K ﹤0.01%
272
+5
162
$5K ﹤0.01%
+154
163
$5K ﹤0.01%
180
164
$5K ﹤0.01%
103
165
$4K ﹤0.01%
350
-1,500
166
$4K ﹤0.01%
100
167
$4K ﹤0.01%
20
-40
168
$4K ﹤0.01%
38
+8
169
$3K ﹤0.01%
20
170
$3K ﹤0.01%
307
171
$3K ﹤0.01%
708
172
$3K ﹤0.01%
33
173
$3K ﹤0.01%
7
-7
174
$3K ﹤0.01%
125
175
$3K ﹤0.01%
1,400
5 6
7
8 9