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
-$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$65.6K
3
+$64K
4
GILD icon
Gilead Sciences
GILD
+$51.9K
5
COST icon
Costco
COST
+$51K

Top Sells

1
+$1.94M
2
+$577K
3
+$138K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$121K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$114K

Sector Composition

1 Technology 12.64%
2 Financials 11.58%
3 Communication Services 7%
4 Healthcare 6.48%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.98K ﹤0.01%
307
177
$2.78K ﹤0.01%
668
-12
178
$2.78K ﹤0.01%
200
179
$2.54K ﹤0.01%
708
180
$2.34K ﹤0.01%
300
181
$2.25K ﹤0.01%
+98
182
$2.12K ﹤0.01%
125
183
$2.07K ﹤0.01%
20
184
$2.06K ﹤0.01%
100
185
$1.96K ﹤0.01%
+18
186
$1.77K ﹤0.01%
68
187
$1.75K ﹤0.01%
+18
188
$1.59K ﹤0.01%
60
189
$1.59K ﹤0.01%
2,000
190
$1.57K ﹤0.01%
+11
191
$1.46K ﹤0.01%
75
192
$1.23K ﹤0.01%
150
193
$1.03K ﹤0.01%
+15
194
$1.01K ﹤0.01%
+35
195
$954 ﹤0.01%
6
-2
196
$936 ﹤0.01%
+16
197
$921 ﹤0.01%
+11
198
$918 ﹤0.01%
+4
199
$913 ﹤0.01%
+5
200
$906 ﹤0.01%
70
5 6 7
8
9