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
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$175K
2 +$121K
3 +$88.2K
4
MRK icon
Merck
MRK
+$87.5K
5
NKE icon
Nike
NKE
+$84.3K

Top Sells

1 +$246K
2 +$152K
3 +$72.5K
4
NVDA icon
NVIDIA
NVDA
+$68.4K
5
GLD icon
SPDR Gold Trust
GLD
+$64K

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
AWK icon
176
American Water Works
AWK
$26.9B
$3.06K ﹤0.01%
22
-14
HYT icon
177
BlackRock Corporate High Yield Fund
HYT
$1.52B
$2.99K ﹤0.01%
307
XRAY icon
178
Dentsply Sirona
XRAY
$2.61B
$2.87K ﹤0.01%
181
SABA
179
Saba Capital Income & Opportunities Fund II
SABA
$243M
$2.76K ﹤0.01%
300
PPT
180
Putnam Premier Income Trust
PPT
$347M
$2.6K ﹤0.01%
708
UPST icon
181
Upstart Holdings
UPST
$5.07B
$2.46K ﹤0.01%
38
HDV icon
182
iShares Core High Dividend ETF
HDV
$11.7B
$2.11K ﹤0.01%
18
CHD icon
183
Church & Dwight Co
CHD
$20.9B
$1.92K ﹤0.01%
20
VIV icon
184
Telefônica Brasil
VIV
$20.6B
$1.71K ﹤0.01%
150
GLV
185
Clough Global Dividend & Income Fund
GLV
$75.3M
$1.7K ﹤0.01%
300
TECL icon
186
Direxion Daily Technology Bull 3x Shares
TECL
$4.79B
$1.68K ﹤0.01%
18
SFL icon
187
SFL Corp
SFL
$933M
$1.67K ﹤0.01%
200
ZBH icon
188
Zimmer Biomet
ZBH
$20.4B
$1.64K ﹤0.01%
+18
GE icon
189
GE Aerospace
GE
$330B
$1.54K ﹤0.01%
6
VOX icon
190
Vanguard Communication Services ETF
VOX
$5.86B
$1.54K ﹤0.01%
+9
URA icon
191
Global X Uranium ETF
URA
$5.38B
$1.36K ﹤0.01%
35
VYMI icon
192
Vanguard International High Dividend Yield ETF
VYMI
$12.5B
$1.28K ﹤0.01%
16
VOT icon
193
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$1.14K ﹤0.01%
4
TAK icon
194
Takeda Pharmaceutical
TAK
$44.8B
$1.08K ﹤0.01%
70
FOX icon
195
Fox Class B
FOX
$24.4B
$1.03K ﹤0.01%
+20
VIG icon
196
Vanguard Dividend Appreciation ETF
VIG
$99.8B
$1.02K ﹤0.01%
5
IJH icon
197
iShares Core S&P Mid-Cap ETF
IJH
$102B
$992 ﹤0.01%
16
VBIL
198
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$2.66B
$982 ﹤0.01%
+13
VNQ icon
199
Vanguard Real Estate ETF
VNQ
$34.7B
$980 ﹤0.01%
11
SCHD icon
200
Schwab US Dividend Equity ETF
SCHD
$70.9B
$927 ﹤0.01%
35