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
$152M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.25M
3
+$1.22M
4
APO icon
Apollo Global Management
APO
+$1.19M
5
OC icon
Owens Corning
OC
+$1.16M

Top Sells

1
+$3.15M
2
+$1.4M
3
+$1.19M
4
UNP icon
Union Pacific
UNP
+$1.15M
5
RNR icon
RenaissanceRe
RNR
+$1.12M

Sector Composition

1 Financials 10.37%
2 Technology 10.31%
3 Communication Services 6.58%
4 Healthcare 6.44%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.81K 0.01%
446
+6
152
$9.71K 0.01%
71
153
$9.26K 0.01%
33
154
$9.15K 0.01%
200
155
$9.1K 0.01%
737
+19
156
$8.85K 0.01%
200
157
$7.03K ﹤0.01%
500
158
$6.14K ﹤0.01%
126
159
$6.03K ﹤0.01%
101
+1
160
$5.94K ﹤0.01%
449
161
$5.8K ﹤0.01%
5,000
162
$5.24K ﹤0.01%
101
+1
163
$5.22K ﹤0.01%
+30
164
$5.19K ﹤0.01%
25
165
$5.01K ﹤0.01%
+389
166
$4.94K ﹤0.01%
40
167
$4.93K ﹤0.01%
105
168
$4.9K ﹤0.01%
181
169
$4.5K ﹤0.01%
13
170
$4.03K ﹤0.01%
103
171
$3.79K ﹤0.01%
350
172
$3.68K ﹤0.01%
15
173
$3.18K ﹤0.01%
1,050
174
$3.17K ﹤0.01%
6
175
$3.09K ﹤0.01%
307
5 6
7
8 9