GC
Gould Capital Portfolio holdings
AUM
$150M
1-Year Return
14.08%
This Quarter Return
+6.08%
1 Year Return
+14.08%
3 Year Return
+50.16%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$6.53M
(+4.6%)
Cap. Flow
+$368K
Cap. Flow
% of AUM
0.25%
Top 10 Holdings %
Top 10 Hldgs %
49.44%
Holding
228
New
13
Increased
39
Reduced
52
Closed
14
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$175K |
| 2 |
Kinetik
KNTK
|
+$121K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$88.2K |
| 4 |
Merck
MRK
|
+$87.6K |
| 5 |
Nike
NKE
|
+$84.3K |
Top Sells
| 1 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$246K |
| 2 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$152K |
| 3 |
iShares Core Moderate Allocation ETF
AOM
|
+$72.5K |
| 4 |
NVIDIA
NVDA
|
+$68.4K |
| 5 |
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% |
