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

Top Buys

1
+$2.51M
2
+$842K
3
+$139K
4
SBUX icon
Starbucks
SBUX
+$115K
5
ADBE icon
Adobe
ADBE
+$104K

Top Sells

1
+$1.93M
2
+$72.3K
3
+$49.4K
4
KO icon
Coca-Cola
KO
+$47.7K
5
AZO icon
AutoZone
AZO
+$45.1K

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%
33
177
$3K ﹤0.01%
110
178
$3K ﹤0.01%
+62
179
$2K ﹤0.01%
+48
180
$2K ﹤0.01%
100
181
$2K ﹤0.01%
+26
182
$2K ﹤0.01%
20
183
$2K ﹤0.01%
60
184
$2K ﹤0.01%
+36
185
$2K ﹤0.01%
+28
186
$2K ﹤0.01%
20
187
$2K ﹤0.01%
+31
188
$2K ﹤0.01%
40
189
$2K ﹤0.01%
7
190
$2K ﹤0.01%
+19
191
$2K ﹤0.01%
200
192
$2K ﹤0.01%
30
193
$2K ﹤0.01%
125
194
$2K ﹤0.01%
+18
195
$2K ﹤0.01%
75
196
$2K ﹤0.01%
1,400
197
$2K ﹤0.01%
20
198
$1K ﹤0.01%
16
199
$1K ﹤0.01%
+49
200
$1K ﹤0.01%
70
6 7
8
9 10