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
$125M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.63M
3
+$756K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$424K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$266K

Top Sells

1
+$2.15M
2
+$1.73M
3
+$271K
4
XYZ
Block Inc
XYZ
+$234K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$208K

Sector Composition

1 Financials 11.57%
2 Technology 10.98%
3 Industrials 5.74%
4 Utilities 5.5%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.76K 0.01%
100
152
$8.59K 0.01%
100
-25
153
$8.51K 0.01%
85
154
$8.42K 0.01%
60
155
$8.26K 0.01%
592
+307
156
$8.05K 0.01%
200
157
$7.65K 0.01%
20
158
$7.46K 0.01%
405
+6
159
$7.15K 0.01%
30
160
$7K 0.01%
101
161
$6.93K 0.01%
800
162
$6.45K 0.01%
+240
163
$6.39K 0.01%
30
164
$6.34K 0.01%
103
165
$6.03K ﹤0.01%
100
166
$5.81K ﹤0.01%
449
167
$5.76K ﹤0.01%
181
168
$4.64K ﹤0.01%
68
169
$4.35K ﹤0.01%
153
170
$4.31K ﹤0.01%
30
171
$3.99K ﹤0.01%
154
172
$3.83K ﹤0.01%
+240
173
$3.82K ﹤0.01%
110
174
$3.79K ﹤0.01%
2,025
+1,000
175
$3.67K ﹤0.01%
20
5 6
7
8 9