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
$131M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$825K
2
+$67.3K
3
+$42.1K
4
XYZ
Block Inc
XYZ
+$38.4K
5
FM
iShares Frontier and Select EM ETF
FM
+$36.1K

Top Sells

1
+$871K
2
+$349K
3
+$259K
4
MSFT icon
Microsoft
MSFT
+$216K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$216K

Sector Composition

1 Technology 15.59%
2 Financials 9.08%
3 Communication Services 6.98%
4 Industrials 5.17%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
20
177
$1.87K ﹤0.01%
180
178
$1.87K ﹤0.01%
200
179
$1.52K ﹤0.01%
75
180
$1.41K ﹤0.01%
+250
181
$1.37K ﹤0.01%
150
182
$1.36K ﹤0.01%
38
183
$1.1K ﹤0.01%
70
184
$1.01K ﹤0.01%
+6
185
$916 ﹤0.01%
200
186
$735 ﹤0.01%
+100
187
$659 ﹤0.01%
8
188
$604 ﹤0.01%
10
189
$551 ﹤0.01%
50
190
$319 ﹤0.01%
70
191
$238 ﹤0.01%
7
192
$205 ﹤0.01%
10
193
$162 ﹤0.01%
2
194
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195
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-39
197
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-200
198
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-8,356
199
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-11
200
– –
-20
5 6 7
8
9