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
$139M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.71M
3
+$1.43M
4
XYZ
Block Inc
XYZ
+$1.35M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M

Top Sells

1
+$2.98M
2
+$1.95M
3
+$1.4M
4
SSNC icon
SS&C Technologies
SSNC
+$1.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Sector Composition

1 Technology 15.11%
2 Financials 9.33%
3 Industrials 5.98%
4 Communication Services 5.64%
5 Utilities 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
100
177
$2K ﹤0.01%
20
178
$2K ﹤0.01%
20
179
$2K ﹤0.01%
+60
180
$2K ﹤0.01%
20
181
$2K ﹤0.01%
40
-487
182
$2K ﹤0.01%
200
183
$2K ﹤0.01%
+30
184
$2K ﹤0.01%
150
185
$2K ﹤0.01%
75
186
$1K ﹤0.01%
16
+1
187
$1K ﹤0.01%
70
188
$1K ﹤0.01%
10
-261
189
$1K ﹤0.01%
+2
190
$1K ﹤0.01%
200
191
$1K ﹤0.01%
21
-288
192
$1K ﹤0.01%
15
193
$1K ﹤0.01%
70
194
$1K ﹤0.01%
20
-42
195
$1K ﹤0.01%
5
-6
196
$1K ﹤0.01%
10
197
$1K ﹤0.01%
200
198
– –
-214
199
– –
-22,383
200
– –
-55
5 6 7
8
9