GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 11.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.8M
3
+$1.38M
4
DVN icon
Devon Energy
DVN
+$1.08M
5
DELL icon
Dell
DELL
+$956K

Top Sells

1
+$3.09M
2
+$2.27M
3
+$1.19M
4
MU icon
Micron Technology
MU
+$1.08M
5
GLD icon
SPDR Gold Trust
GLD
+$943K

Sector Composition

1 Technology 11.61%
2 Financials 9.41%
3 Communication Services 6.18%
4 Consumer Discretionary 5.49%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.15K 0.01%
+2,500
152
$6.52K ﹤0.01%
500
153
$6.12K ﹤0.01%
100
154
$5.92K ﹤0.01%
126
155
$5.88K ﹤0.01%
72
156
$5.87K ﹤0.01%
449
157
$5.79K ﹤0.01%
25
158
$5.42K ﹤0.01%
2,000
159
$5.31K ﹤0.01%
36
160
$5.24K ﹤0.01%
31
+1
161
$4.68K ﹤0.01%
15
162
$4.58K ﹤0.01%
187
-393
163
$4.37K ﹤0.01%
13
164
$3.51K ﹤0.01%
40
165
$3.5K ﹤0.01%
350
166
$3.19K ﹤0.01%
15
167
$3.17K ﹤0.01%
125
168
$3.08K ﹤0.01%
6
169
$3.03K ﹤0.01%
98
170
$2.97K ﹤0.01%
+12
171
$2.94K ﹤0.01%
307
172
$2.84K ﹤0.01%
46
173
$2.7K ﹤0.01%
181
174
$2.61K ﹤0.01%
300
175
$2.56K ﹤0.01%
708
5 6
7
8 9