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
$152M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.25M
3
+$1.22M
4
APO icon
Apollo Global Management
APO
+$1.19M
5
OC icon
Owens Corning
OC
+$1.16M

Top Sells

1
+$3.15M
2
+$1.4M
3
+$1.19M
4
UNP icon
Union Pacific
UNP
+$1.15M
5
RNR icon
RenaissanceRe
RNR
+$1.12M

Sector Composition

1 Financials 10.37%
2 Technology 10.31%
3 Communication Services 6.58%
4 Healthcare 6.44%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.64K ﹤0.01%
708
177
$2.55K ﹤0.01%
300
178
$2.55K ﹤0.01%
98
179
$2.41K ﹤0.01%
125
180
$2.31K ﹤0.01%
200
181
$2.12K ﹤0.01%
18
182
$2.09K ﹤0.01%
20
183
$1.67K ﹤0.01%
100
184
$1.58K ﹤0.01%
18
185
$1.55K ﹤0.01%
2,000
186
$1.54K ﹤0.01%
150
187
$1.52K ﹤0.01%
38
188
$1.49K ﹤0.01%
75
189
$1.31K ﹤0.01%
11
190
$1.19K ﹤0.01%
17
191
$1.18K ﹤0.01%
16
+1
192
$1.13K ﹤0.01%
6
193
$1.12K ﹤0.01%
+30
194
$1.07K ﹤0.01%
11
195
$1K ﹤0.01%
35
196
$997 ﹤0.01%
16
197
$995 ﹤0.01%
70
198
$990 ﹤0.01%
5
199
$986 ﹤0.01%
+14
200
$974 ﹤0.01%
4
6 7
8
9 10