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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
$165M
AUM Growth
+$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.09M
3
+$2.44M
4
BND icon
Vanguard Total Bond Market
BND
+$2.36M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.21M

Top Sells

1
+$3.52M
2
+$2.97M
3
+$2.94M
4
CAT icon
Caterpillar
CAT
+$2.06M
5
LRCX icon
Lam Research
LRCX
+$1.84M

Sector Composition

1 Technology 9.87%
2 Financials 8.61%
3 Communication Services 7.23%
4 Industrials 5.57%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SFL icon
176
SFL Corp
SFL
$1.49B
$2.16K ﹤0.01%
200
XRAY icon
177
Dentsply Sirona
XRAY
$2.03B
$2.1K ﹤0.01%
181
CHD icon
178
Church & Dwight Co
CHD
$23B
$1.87K ﹤0.01%
20
GLV
179
Clough Global Dividend & Income Fund
GLV
$79.2M
$1.78K ﹤0.01%
300
GE icon
180
GE Aerospace
GE
$347B
$1.7K ﹤0.01%
6
VOX icon
181
Vanguard Communication Services ETF
VOX
$5.68B
$1.62K ﹤0.01%
9
VYMI icon
182
Vanguard International High Dividend Yield ETF
VYMI
$19.6B
$1.51K ﹤0.01%
16
TAK icon
183
Takeda Pharmaceutical
TAK
$50.1B
$1.3K ﹤0.01%
70
SLX icon
184
VanEck Steel ETF
SLX
$240M
$1.28K ﹤0.01%
14
IJH icon
185
iShares Core S&P Mid-Cap ETF
IJH
$121B
$1.08K ﹤0.01%
16
VIG icon
186
Vanguard Dividend Appreciation ETF
VIG
$108B
$1.07K ﹤0.01%
5
FOX icon
187
Fox Class B
FOX
$25.8B
$1.06K ﹤0.01%
20
VOT icon
188
Vanguard Mid-Cap Growth ETF
VOT
$19B
$1.03K ﹤0.01%
4
VBIL
189
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$8.36B
$983 ﹤0.01%
13
VNQ icon
190
Vanguard Real Estate ETF
VNQ
$37.8B
$976 ﹤0.01%
11
PRTA icon
191
Prothena Corp
PRTA
$432M
$972 ﹤0.01%
100
DIA icon
192
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.1B
$926 ﹤0.01%
2
IBRX icon
193
ImmunityBio
IBRX
$7.54B
$897 ﹤0.01%
117
GEV icon
194
GE Vernova
GEV
$244B
$873 ﹤0.01%
1
EBS icon
195
Emergent Biosolutions
EBS
$433M
$830 ﹤0.01%
100
IYH icon
196
iShares US Healthcare ETF
IYH
$3.09B
$740 ﹤0.01%
12
SLV icon
197
iShares Silver Trust
SLV
$32.5B
$545 ﹤0.01%
+8
AIPO
198
Defiance AI & Power Infrastructure ETF
AIPO
$731M
$499 ﹤0.01%
+20
SPOT icon
199
Spotify
SPOT
$99.9B
$485 ﹤0.01%
1
BITU icon
200
ProShares Ultra Bitcoin ETF
BITU
$335M
$466 ﹤0.01%
+40
5 6 7
8
9