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
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.5M
3
+$9.47M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.93M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.63%
2 Financials 9.46%
3 Industrials 6.53%
4 Communication Services 5.49%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
+100
177
$5K ﹤0.01%
+30
178
$4K ﹤0.01%
+100
179
$4K ﹤0.01%
+307
180
$4K ﹤0.01%
+35
181
$4K ﹤0.01%
+1,400
182
$3K ﹤0.01%
+43
183
$3K ﹤0.01%
+708
184
$3K ﹤0.01%
+125
185
$3K ﹤0.01%
+62
186
$2K ﹤0.01%
+20
187
$2K ﹤0.01%
+15
188
$2K ﹤0.01%
+55
189
$2K ﹤0.01%
+20
190
$2K ﹤0.01%
+14
191
$2K ﹤0.01%
+20
192
$2K ﹤0.01%
+128
193
$2K ﹤0.01%
+48
194
$2K ﹤0.01%
+33
195
$2K ﹤0.01%
+200
196
$2K ﹤0.01%
+118
197
$2K ﹤0.01%
+75
198
$2K ﹤0.01%
+40
199
$1K ﹤0.01%
+200
200
$1K ﹤0.01%
+15
5 6 7
8
9