GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$121K
3
+$87.9K
4
AES icon
AES
AES
+$83.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$82.1K

Top Sells

1
+$234K
2
+$151K
3
+$69.6K
4
GLD icon
SPDR Gold Trust
GLD
+$63.6K
5
NVDA icon
NVIDIA
NVDA
+$54.5K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.55K 0.01%
70
152
$7.49K 0.01%
138
-40
153
$7.4K ﹤0.01%
500
154
$7.2K ﹤0.01%
76
-9
155
$7.08K ﹤0.01%
+108
156
$7.07K ﹤0.01%
70
-13
157
$6.86K ﹤0.01%
129
+3
158
$6.64K ﹤0.01%
+150
159
$6.38K ﹤0.01%
58
-7
160
$5.91K ﹤0.01%
449
161
$5.72K ﹤0.01%
25
162
$5.45K ﹤0.01%
31
163
$5.36K ﹤0.01%
2,000
164
$4.64K ﹤0.01%
100
165
$4.58K ﹤0.01%
167
-20
166
$4.48K ﹤0.01%
15
167
$4.37K ﹤0.01%
95
-1,575
168
$4.2K ﹤0.01%
15
169
$3.57K ﹤0.01%
329
-800
170
$3.57K ﹤0.01%
13
+1
171
$3.41K ﹤0.01%
6
172
$3.4K ﹤0.01%
70
173
$3.37K ﹤0.01%
350
174
$3.25K ﹤0.01%
125
175
$3.2K ﹤0.01%
98
5 6
7
8 9