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
$144M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.61M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
GNRC icon
Generac Holdings
GNRC
+$788K

Top Sells

1
+$2.82M
2
+$2.47M
3
+$1.23M
4
OC icon
Owens Corning
OC
+$1.12M
5
BK icon
Bank of New York Mellon
BK
+$961K

Sector Composition

1 Technology 11.95%
2 Financials 9.66%
3 Communication Services 7.18%
4 Consumer Discretionary 5.86%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.44K 0.01%
200
152
$6.67K ﹤0.01%
500
153
$6.15K ﹤0.01%
126
154
$5.94K ﹤0.01%
+2,000
155
$5.72K ﹤0.01%
449
156
$5.67K ﹤0.01%
100
-1
157
$5.44K ﹤0.01%
72
-812
158
$5.28K ﹤0.01%
+15
159
$5.04K ﹤0.01%
25
160
$4.98K ﹤0.01%
30
161
$4.78K ﹤0.01%
13
162
$4.64K ﹤0.01%
40
163
$4.48K ﹤0.01%
36
-22,633
164
$4.16K ﹤0.01%
+46
165
$4.03K ﹤0.01%
+77
166
$3.65K ﹤0.01%
15
167
$3.45K ﹤0.01%
350
168
$3.44K ﹤0.01%
181
169
$3.37K ﹤0.01%
103
170
$3.23K ﹤0.01%
6
171
$3.01K ﹤0.01%
307
172
$2.75K ﹤0.01%
70
-35
173
$2.72K ﹤0.01%
46
-593
174
$2.72K ﹤0.01%
300
175
$2.65K ﹤0.01%
125
5 6
7
8 9