GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 11.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.99%
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
176
$2.38K ﹤0.01%
70
177
$2.2K ﹤0.01%
20
178
$2.18K ﹤0.01%
18
179
$2.1K ﹤0.01%
28
180
$1.96K ﹤0.01%
9
181
$1.75K ﹤0.01%
38
182
$1.64K ﹤0.01%
300
-39,890
183
$1.64K ﹤0.01%
200
184
$1.53K ﹤0.01%
4
185
$1.31K ﹤0.01%
150
186
$1.24K ﹤0.01%
100
187
$1.22K ﹤0.01%
28
188
$1.2K ﹤0.01%
6
189
$1.18K ﹤0.01%
16
190
$1.05K ﹤0.01%
18
191
$1.04K ﹤0.01%
70
192
$996 ﹤0.01%
11
193
$979 ﹤0.01%
4
194
$970 ﹤0.01%
5
195
$968 ﹤0.01%
+35
196
$934 ﹤0.01%
16
197
$861 ﹤0.01%
14
198
$840 ﹤0.01%
2
199
$802 ﹤0.01%
35
200
$764 ﹤0.01%
11
6 7
8
9 10