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
$125M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.63M
3
+$756K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$424K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$266K

Top Sells

1
+$2.15M
2
+$1.73M
3
+$271K
4
XYZ
Block Inc
XYZ
+$234K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$208K

Sector Composition

1 Financials 11.57%
2 Technology 10.98%
3 Industrials 5.74%
4 Utilities 5.5%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.66K ﹤0.01%
90
177
$3.58K ﹤0.01%
350
178
$3.48K ﹤0.01%
33
179
$2.68K ﹤0.01%
307
180
$2.66K ﹤0.01%
+1,000
181
$2.57K ﹤0.01%
708
182
$2.23K ﹤0.01%
180
183
$1.91K ﹤0.01%
125
184
$1.87K ﹤0.01%
75
185
$1.84K ﹤0.01%
200
186
$1.71K ﹤0.01%
30
187
$1.67K ﹤0.01%
60
188
$1.61K ﹤0.01%
20
189
$1.09K ﹤0.01%
70
190
$1.07K ﹤0.01%
150
191
$968 ﹤0.01%
20
192
$814 ﹤0.01%
70
193
$736 ﹤0.01%
5
194
$530 ﹤0.01%
+20
195
$503 ﹤0.01%
10
196
$502 ﹤0.01%
38
197
$474 ﹤0.01%
50
-139
198
$470 ﹤0.01%
200
199
$412 ﹤0.01%
5
200
$239 ﹤0.01%
7
5 6 7
8
9