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
$130M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.18M
3
+$3.31M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
5
PSA icon
Public Storage
PSA
+$2.83M

Top Sells

1
+$9.76M
2
+$9.25M
3
+$3.37M
4
AES icon
AES
AES
+$3.06M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M

Sector Composition

1 Technology 14.93%
2 Financials 9.57%
3 Communication Services 6.47%
4 Industrials 4.98%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.29K 0.01%
60
152
$8.19K 0.01%
20
153
$8.14K 0.01%
101
154
$7.91K 0.01%
411
+6
155
$7.48K 0.01%
30
156
$7.46K 0.01%
85
157
$7.15K 0.01%
680
-575
158
$7.11K 0.01%
181
159
$7.04K 0.01%
800
160
$7.01K 0.01%
30
161
$6.93K 0.01%
608
+16
162
$6.88K 0.01%
153
163
$5.99K ﹤0.01%
125
+15
164
$5.79K ﹤0.01%
2,025
165
$5.56K ﹤0.01%
449
166
$5.47K ﹤0.01%
68
167
$5.46K ﹤0.01%
185
+125
168
$5.21K ﹤0.01%
103
169
$4.97K ﹤0.01%
110
+20
170
$4.85K ﹤0.01%
100
171
$4.76K ﹤0.01%
174
+20
172
$4.7K ﹤0.01%
39
-7,733
173
$4.63K ﹤0.01%
30
174
$4.53K ﹤0.01%
33
175
$4.04K ﹤0.01%
1,000
-1,700
5 6
7
8 9