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GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.27M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$786K

Top Sells

1
+$2.01M
2
+$1.89M
3
+$828K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$245K
5
NVDA icon
NVIDIA
NVDA
+$134K

Sector Composition

1 Technology 13.15%
2 Financials 9.68%
3 Communication Services 7.53%
4 Industrials 5.69%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.75K ﹤0.01%
55
152
$7.33K ﹤0.01%
53
-956
153
$7.23K ﹤0.01%
160
+60
154
$6.39K ﹤0.01%
+123
155
$5.99K ﹤0.01%
449
156
$5.89K ﹤0.01%
31
157
$5.85K ﹤0.01%
70
158
$5.73K ﹤0.01%
21
-21
159
$5.7K ﹤0.01%
109
-20
160
$5.52K ﹤0.01%
25
161
$5.16K ﹤0.01%
33
-30
162
$4.92K ﹤0.01%
15
163
$4.54K ﹤0.01%
70
164
$4.46K ﹤0.01%
40
-53
165
$3.93K ﹤0.01%
329
166
$3.91K ﹤0.01%
38
-57
167
$3.86K ﹤0.01%
13
168
$3.74K ﹤0.01%
98
169
$3.67K ﹤0.01%
6
170
$3.6K ﹤0.01%
125
171
$3.51K ﹤0.01%
350
172
$3.4K ﹤0.01%
38
-55
173
$3.11K ﹤0.01%
32
-44
174
$2.92K ﹤0.01%
307
175
$2.78K ﹤0.01%
25
-33
5 6
7
8 9