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
$144M
AUM Growth
-$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.61M
3
+$1.12M
4
NVDA icon
NVIDIA
NVDA
+$1.08M
5
GNRC icon
Generac Holdings
GNRC
+$788K

Top Sells

1
+$2.82M
2
+$2.47M
3
+$1.23M
4
OC icon
Owens Corning
OC
+$1.12M
5
BK icon
Bank of New York Mellon
BK
+$961K

Sector Composition

1 Technology 11.95%
2 Financials 9.66%
3 Communication Services 7.18%
4 Consumer Discretionary 5.86%
5 Industrials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.54K ﹤0.01%
98
177
$2.52K ﹤0.01%
708
178
$2.34K ﹤0.01%
38
179
$2.27K ﹤0.01%
30
180
$2.14K ﹤0.01%
28
-313
181
$2.09K ﹤0.01%
20
182
$2.04K ﹤0.01%
200
183
$2.02K ﹤0.01%
18
184
$1.78K ﹤0.01%
4
-49
185
$1.65K ﹤0.01%
9
-99
186
$1.63K ﹤0.01%
18
187
$1.39K ﹤0.01%
100
188
$1.17K ﹤0.01%
28
-317
189
$1.13K ﹤0.01%
150
190
$1.12K ﹤0.01%
17
191
$1.09K ﹤0.01%
16
192
$1.01K ﹤0.01%
4
193
$1K ﹤0.01%
6
194
$997 ﹤0.01%
16
195
$980 ﹤0.01%
11
196
$979 ﹤0.01%
5
197
$956 ﹤0.01%
100
198
$946 ﹤0.01%
11
199
$937 ﹤0.01%
35
200
$927 ﹤0.01%
70
5 6 7
8
9