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
$124M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$842K
3 +$139K
4
SBUX icon
Starbucks
SBUX
+$115K
5
ADBE icon
Adobe
ADBE
+$104K

Top Sells

1 +$1.93M
2 +$72.3K
3 +$49.4K
4
KO icon
Coca-Cola
KO
+$47.7K
5
AZO icon
AutoZone
AZO
+$45.1K

Sector Composition

1 Technology 13.35%
2 Financials 10.57%
3 Industrials 5.25%
4 Utilities 4.77%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$8K 0.01%
20
152
$8K 0.01%
393
-121
153
$7K 0.01%
100
154
$7K 0.01%
30
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$7K 0.01%
285
+50
156
$7K 0.01%
800
157
$7K 0.01%
30
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$6K ﹤0.01%
+348
159
$6K ﹤0.01%
33
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$6K ﹤0.01%
103
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$6K ﹤0.01%
449
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$6K ﹤0.01%
181
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$5K ﹤0.01%
90
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$5K ﹤0.01%
278
+6
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$5K ﹤0.01%
153
+50
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$4K ﹤0.01%
154
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$4K ﹤0.01%
350
168
$4K ﹤0.01%
30
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$4K ﹤0.01%
20
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$3K ﹤0.01%
20
171
$3K ﹤0.01%
307
172
$3K ﹤0.01%
+101
173
$3K ﹤0.01%
180
174
$3K ﹤0.01%
708
175
$3K ﹤0.01%
100