We are live on ! Find out more
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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.09M
3
+$1.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$998K
5
BND icon
Vanguard Total Bond Market
BND
+$984K

Top Sells

1
+$1.3M
2
+$1.29M
3
+$1.26M
4
INTC icon
Intel
INTC
+$1.12M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$997K

Sector Composition

1 Technology 13.82%
2 Financials 11.74%
3 Communication Services 6.51%
4 Industrials 5.91%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.29K οΉ€0.01%
300
177
$2.14K οΉ€0.01%
125
178
$2.09K οΉ€0.01%
20
179
$1.94K οΉ€0.01%
68
180
$1.92K οΉ€0.01%
2,000
181
$1.51K οΉ€0.01%
150
182
$1.42K οΉ€0.01%
75
183
$1.36K οΉ€0.01%
60
-1,500
184
$1.05K οΉ€0.01%
8
185
$1.02K οΉ€0.01%
38
186
$972 οΉ€0.01%
70
187
$670 οΉ€0.01%
10
188
$546 οΉ€0.01%
50
189
$253 οΉ€0.01%
100
190
$203 οΉ€0.01%
10
191
$182 οΉ€0.01%
2
192
$169 οΉ€0.01%
70
193
$5 οΉ€0.01%
250
194
– –
-21,327
195
– –
-1,000
196
– –
-211
197
– –
-292
198
– –
-2,533
199
– –
-30
200
– –
-7
5 6 7
8
9