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
$143M
AUM Growth
-$610K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$2.78M
2 +$1.8M
3 +$1.38M
4
DVN icon
Devon Energy
DVN
+$1.08M
5
DELL icon
Dell
DELL
+$956K

Top Sells

1 +$3.09M
2 +$2.27M
3 +$1.19M
4
MU icon
Micron Technology
MU
+$1.08M
5
GLD icon
SPDR Gold Trust
GLD
+$943K

Sector Composition

1 Technology 11.61%
2 Financials 9.41%
3 Communication Services 6.18%
4 Consumer Discretionary 5.49%
5 Industrials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRSP icon
176
CRISPR Therapeutics
CRSP
$5.01B
$2.38K ﹤0.01%
70
CHD icon
177
Church & Dwight Co
CHD
$20.9B
$2.2K ﹤0.01%
20
HDV icon
178
iShares Core High Dividend ETF
HDV
$11.5B
$2.18K ﹤0.01%
18
SYY icon
179
Sysco
SYY
$36B
$2.1K ﹤0.01%
28
AMT icon
180
American Tower
AMT
$83.3B
$1.96K ﹤0.01%
9
UPST icon
181
Upstart Holdings
UPST
$3.76B
$1.75K ﹤0.01%
38
GLV
182
Clough Global Dividend & Income Fund
GLV
$75M
$1.64K ﹤0.01%
300
-39,890
SFL icon
183
SFL Corp
SFL
$1.01B
$1.64K ﹤0.01%
200
ADBE icon
184
Adobe
ADBE
$137B
$1.53K ﹤0.01%
4
VIV icon
185
Telefônica Brasil
VIV
$20.1B
$1.31K ﹤0.01%
150
PRTA icon
186
Prothena Corp
PRTA
$568M
$1.24K ﹤0.01%
100
EEM icon
187
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$1.22K ﹤0.01%
28
GE icon
188
GE Aerospace
GE
$324B
$1.2K ﹤0.01%
6
VYMI icon
189
Vanguard International High Dividend Yield ETF
VYMI
$12.5B
$1.18K ﹤0.01%
16
TECL icon
190
Direxion Daily Technology Bull 3x Shares
TECL
$4.25B
$1.05K ﹤0.01%
18
TAK icon
191
Takeda Pharmaceutical
TAK
$43.2B
$1.04K ﹤0.01%
70
VNQ icon
192
Vanguard Real Estate ETF
VNQ
$33.8B
$996 ﹤0.01%
11
VOT icon
193
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$979 ﹤0.01%
4
VIG icon
194
Vanguard Dividend Appreciation ETF
VIG
$97.8B
$970 ﹤0.01%
5
SCHD icon
195
Schwab US Dividend Equity ETF
SCHD
$69.9B
$968 ﹤0.01%
+35
IJH icon
196
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
$934 ﹤0.01%
16
SLX icon
197
VanEck Steel ETF
SLX
$97.5M
$861 ﹤0.01%
14
DIA icon
198
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.1B
$840 ﹤0.01%
2
URA icon
199
Global X Uranium ETF
URA
$5.07B
$802 ﹤0.01%
35
NVO icon
200
Novo Nordisk
NVO
$203B
$764 ﹤0.01%
11