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
-$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$812K
3
+$262K
4
XYZ
Block Inc
XYZ
+$208K
5
JNPR
Juniper Networks
JNPR
+$138K

Top Sells

1
+$1.02M
2
+$844K
3
+$691K
4
AAPL icon
Apple
AAPL
+$159K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$158K

Sector Composition

1 Technology 16.27%
2 Financials 9.8%
3 Communication Services 6.7%
4 Industrials 5.54%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.17K ﹤0.01%
200
177
$2.04K ﹤0.01%
125
178
$1.83K ﹤0.01%
20
179
$1.66K ﹤0.01%
250
180
$1.39K ﹤0.01%
2,000
181
$1.37K ﹤0.01%
75
182
$1.29K ﹤0.01%
150
183
$1.23K ﹤0.01%
180
184
$1.07K ﹤0.01%
70
185
$1.05K ﹤0.01%
38
186
$952 ﹤0.01%
6
187
$653 ﹤0.01%
8
188
$634 ﹤0.01%
10
189
$537 ﹤0.01%
50
190
$479 ﹤0.01%
70
191
$420 ﹤0.01%
200
192
$316 ﹤0.01%
100
193
$220 ﹤0.01%
7
194
$151 ﹤0.01%
10
195
$136 ﹤0.01%
2
196
– –
-18,862
197
– –
0
4 5 6 7
8