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
$130M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$9.18M
3
+$3.31M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.85M
5
PSA icon
Public Storage
PSA
+$2.83M

Top Sells

1
+$9.76M
2
+$9.25M
3
+$3.37M
4
AES icon
AES
AES
+$3.06M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.76M

Sector Composition

1 Technology 14.93%
2 Financials 9.57%
3 Communication Services 6.47%
4 Industrials 4.98%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.79K ﹤0.01%
11
-2,269
177
$3.79K ﹤0.01%
20
178
$3.63K ﹤0.01%
350
179
$2.71K ﹤0.01%
1,500
+500
180
$2.68K ﹤0.01%
307
181
$2.52K ﹤0.01%
708
182
$2.27K ﹤0.01%
125
183
$2.11K ﹤0.01%
180
184
$1.9K ﹤0.01%
200
185
$1.77K ﹤0.01%
20
186
$1.55K ﹤0.01%
75
187
$1.3K ﹤0.01%
+2,000
188
$1.15K ﹤0.01%
70
189
$1.14K ﹤0.01%
150
190
$604 ﹤0.01%
38
191
$575 ﹤0.01%
10
-20
192
$574 ﹤0.01%
8
-2
193
$534 ﹤0.01%
200
194
$531 ﹤0.01%
70
195
$443 ﹤0.01%
50
196
$415 ﹤0.01%
5
197
$251 ﹤0.01%
7
198
$164 ﹤0.01%
+2
199
$163 ﹤0.01%
10
200
$46 ﹤0.01%
3
5 6 7
8
9