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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.15M
3
+$1.07M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$985K

Top Sells

1
+$1.48M
2
+$1.34M
3
+$1.3M
4
INTC icon
Intel
INTC
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M

Sector Composition

1 Technology 13.82%
2 Financials 11.74%
3 Communication Services 6.51%
4 Industrials 5.91%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.75K 0.01%
203
152
$7.74K 0.01%
440
+7
153
$7.53K 0.01%
85
154
$7.34K 0.01%
200
155
$7.26K 0.01%
500
156
$7.16K 0.01%
105
157
$7.04K 0.01%
700
+23
158
$6.3K ﹤0.01%
185
159
$6.28K ﹤0.01%
+100
160
$6.01K ﹤0.01%
181
161
$5.9K ﹤0.01%
126
+83
162
$5.42K ﹤0.01%
+100
163
$5.29K ﹤0.01%
174
164
$5.23K ﹤0.01%
449
165
$5.17K ﹤0.01%
103
166
$4.93K ﹤0.01%
+100
167
$4.85K ﹤0.01%
1,050
+25
168
$4.85K ﹤0.01%
30
169
$3.68K ﹤0.01%
350
170
$3.06K ﹤0.01%
680
171
$3.01K ﹤0.01%
307
172
$2.98K ﹤0.01%
101
173
$2.64K ﹤0.01%
200
174
$2.49K ﹤0.01%
708
175
$2.48K ﹤0.01%
100
5 6
7
8 9