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

Top Buys

1 +$108K
2 +$71.6K
3 +$49.6K
4
ADBE icon
Adobe
ADBE
+$45.4K
5
VZ icon
Verizon
VZ
+$44.6K

Top Sells

1 +$776K
2 +$80.7K
3 +$47.7K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$42.5K
5
MSFT icon
Microsoft
MSFT
+$39.6K

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%
90
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$6K 0.01%
103
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$6K 0.01%
30
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$6K 0.01%
449
159
$6K 0.01%
100
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$6K 0.01%
399
+6
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$6K 0.01%
30
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$5K ﹤0.01%
33
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$5K ﹤0.01%
285
+7
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$5K ﹤0.01%
153
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$5K ﹤0.01%
30
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$5K ﹤0.01%
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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%
+1,025
171
$3K ﹤0.01%
307
172
$3K ﹤0.01%
708
173
$3K ﹤0.01%
34
+1
174
$3K ﹤0.01%
110
175
$3K ﹤0.01%
20