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
$131M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$67.3K
3
+$42.1K
4
XYZ
Block Inc
XYZ
+$38.4K
5
FM
iShares Frontier and Select EM ETF
FM
+$36.1K

Top Sells

1
+$871K
2
+$349K
3
+$259K
4
MSFT icon
Microsoft
MSFT
+$216K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$216K

Sector Composition

1 Technology 15.59%
2 Financials 9.08%
3 Communication Services 6.98%
4 Industrials 5.17%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.8K 0.01%
101
152
$7.72K 0.01%
100
153
$7.68K 0.01%
631
+23
154
$7.55K 0.01%
30
155
$7.24K 0.01%
181
156
$7.11K 0.01%
85
157
$6.83K 0.01%
100
158
$6.66K 0.01%
417
+6
159
$6.59K 0.01%
680
160
$6.17K ﹤0.01%
110
161
$6K ﹤0.01%
1,000
162
$5.7K ﹤0.01%
185
163
$5.29K ﹤0.01%
449
164
$5.28K ﹤0.01%
30
165
$4.98K ﹤0.01%
103
166
$4.89K ﹤0.01%
174
167
$4.85K ﹤0.01%
33
168
$4.68K ﹤0.01%
68
169
$4.3K ﹤0.01%
2,500
+1,000
170
$3.52K ﹤0.01%
350
171
$3.52K ﹤0.01%
2,000
172
$2.74K ﹤0.01%
307
173
$2.49K ﹤0.01%
708
174
$2.48K ﹤0.01%
300
-500
175
$2.25K ﹤0.01%
125
5 6
7
8 9