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
-$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$65.6K
3
+$64K
4
GILD icon
Gilead Sciences
GILD
+$51.9K
5
COST icon
Costco
COST
+$51K

Top Sells

1
+$1.94M
2
+$577K
3
+$138K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$121K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$114K

Sector Composition

1 Technology 12.64%
2 Financials 11.58%
3 Communication Services 7%
4 Healthcare 6.48%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.83K 0.01%
200
152
$7.44K 0.01%
200
-3
153
$7.25K 0.01%
+53
154
$7.25K 0.01%
71
-14
155
$6.66K ﹤0.01%
500
156
$6.65K ﹤0.01%
5,000
157
$6.5K ﹤0.01%
718
+18
158
$6.39K ﹤0.01%
100
159
$6.04K ﹤0.01%
100
160
$5.93K ﹤0.01%
+2
161
$5.79K ﹤0.01%
126
162
$5.67K ﹤0.01%
105
163
$5.33K ﹤0.01%
25
-20
164
$5.29K ﹤0.01%
449
165
$5.19K ﹤0.01%
+70
166
$5.15K ﹤0.01%
+40
167
$4.88K ﹤0.01%
103
168
$4.51K ﹤0.01%
181
169
$4.33K ﹤0.01%
+13
170
$4.15K ﹤0.01%
100
171
$4.05K ﹤0.01%
30
172
$3.91K ﹤0.01%
+15
173
$3.7K ﹤0.01%
1,050
174
$3.6K ﹤0.01%
350
175
$3K ﹤0.01%
+6
5 6
7
8 9