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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
$116M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$94.7K
3
+$62.4K
4
BNY
Bank of New York Mellon
BNY
+$55K
5
VZ icon
Verizon
VZ
+$52.3K

Top Sells

1
+$864K
2
+$83.6K
3
+$50.1K
4
MSFT icon
Microsoft
MSFT
+$44.9K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$42.5K

Sector Composition

1 Technology 12.83%
2 Financials 10.93%
3 Industrials 5.23%
4 Utilities 4.98%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
20
177
$2K ﹤0.01%
200
178
$2K ﹤0.01%
125
179
$2K ﹤0.01%
75
180
$2K ﹤0.01%
60
181
$2K ﹤0.01%
40
182
$2K ﹤0.01%
7
183
$1K ﹤0.01%
189
-2,646
184
$1K ﹤0.01%
16
185
$1K ﹤0.01%
20
186
$1K ﹤0.01%
70
187
$1K ﹤0.01%
200
188
$1K ﹤0.01%
21
189
$1K ﹤0.01%
30
190
$1K ﹤0.01%
15
191
$1K ﹤0.01%
70
192
$1K ﹤0.01%
38
193
$1K ﹤0.01%
1,400
194
$1K ﹤0.01%
20
195
$1K ﹤0.01%
+5
196
$1K ﹤0.01%
20
197
$1K ﹤0.01%
20
198
$1K ﹤0.01%
150
199
$1K ﹤0.01%
93
200
$1K ﹤0.01%
10
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8
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