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
$116M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$94.7K
3
+$62.4K
4
BK icon
Bank of New York Mellon
BK
+$55K
5
VZ icon
Verizon
VZ
+$52.3K

Top Sells

1
+$864K
2
+$83.6K
3
+$50.1K
4
MSFT icon
Microsoft
MSFT
+$44.9K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$42.5K

Sector Composition

1 Technology 12.83%
2 Financials 10.93%
3 Industrials 5.23%
4 Utilities 4.98%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K 0.01%
100
152
$7K 0.01%
800
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$7K 0.01%
20
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$7K 0.01%
60
-24
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$6K 0.01%
100
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$6K 0.01%
399
+6
157
$6K 0.01%
90
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$6K 0.01%
103
159
$6K 0.01%
30
160
$6K 0.01%
449
161
$6K 0.01%
30
162
$5K ﹤0.01%
33
163
$5K ﹤0.01%
285
+7
164
$5K ﹤0.01%
153
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$5K ﹤0.01%
30
166
$5K ﹤0.01%
181
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$4K ﹤0.01%
154
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$4K ﹤0.01%
350
169
$4K ﹤0.01%
180
170
$3K ﹤0.01%
20
171
$3K ﹤0.01%
+1,025
172
$3K ﹤0.01%
307
173
$3K ﹤0.01%
708
174
$3K ﹤0.01%
34
+1
175
$3K ﹤0.01%
110
5 6
7
8 9