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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
$124M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$914K
3
+$141K
4
ADBE icon
Adobe
ADBE
+$116K
5
SBUX icon
Starbucks
SBUX
+$115K

Top Sells

1
+$2.27M
2
+$70.3K
3
+$49.7K
4
KO icon
Coca-Cola
KO
+$48K
5
AZO icon
AutoZone
AZO
+$43.2K

Sector Composition

1 Technology 13.35%
2 Financials 10.57%
3 Industrials 5.25%
4 Utilities 4.77%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
110
177
$3K ﹤0.01%
+62
178
$3K ﹤0.01%
708
179
$2K ﹤0.01%
20
180
$2K ﹤0.01%
20
181
$2K ﹤0.01%
+31
182
$2K ﹤0.01%
20
183
$2K ﹤0.01%
40
184
$2K ﹤0.01%
7
185
$2K ﹤0.01%
+19
186
$2K ﹤0.01%
200
187
$2K ﹤0.01%
30
188
$2K ﹤0.01%
125
189
$2K ﹤0.01%
+18
190
$2K ﹤0.01%
75
191
$2K ﹤0.01%
1,400
192
$2K ﹤0.01%
+48
193
$2K ﹤0.01%
100
194
$2K ﹤0.01%
+26
195
$2K ﹤0.01%
60
196
$2K ﹤0.01%
+36
197
$2K ﹤0.01%
+28
198
$1K ﹤0.01%
+29
199
$1K ﹤0.01%
+8
200
$1K ﹤0.01%
+8
6 7
8
9 10