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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.15M
3
+$1.07M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$985K

Top Sells

1
+$1.48M
2
+$1.34M
3
+$1.3M
4
INTC icon
Intel
INTC
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M

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 ﹤0.01%
300
177
$2.14K ﹤0.01%
125
178
$2.09K ﹤0.01%
20
179
$1.94K ﹤0.01%
68
180
$1.92K ﹤0.01%
2,000
181
$1.51K ﹤0.01%
150
182
$1.42K ﹤0.01%
75
183
$1.36K ﹤0.01%
60
-1,500
184
$1.05K ﹤0.01%
8
185
$1.02K ﹤0.01%
38
186
$972 ﹤0.01%
70
187
$670 ﹤0.01%
10
188
$546 ﹤0.01%
50
189
$253 ﹤0.01%
100
190
$203 ﹤0.01%
10
191
$182 ﹤0.01%
2
192
$169 ﹤0.01%
70
193
$5 ﹤0.01%
250
194
– –
-21,327
195
– –
-1,000
196
– –
-125
197
– –
-292
198
– –
-2,533
199
– –
-30
200
– –
-7
5 6 7
8
9