GC

Gould Capital Portfolio holdings

AUM $162M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$121K
3
+$87.9K
4
AES icon
AES
AES
+$83.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$82.1K

Top Sells

1
+$234K
2
+$151K
3
+$69.6K
4
GLD icon
SPDR Gold Trust
GLD
+$63.6K
5
NVDA icon
NVIDIA
NVDA
+$54.5K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.06K ﹤0.01%
22
-14
177
$2.99K ﹤0.01%
307
178
$2.87K ﹤0.01%
181
179
$2.76K ﹤0.01%
300
180
$2.6K ﹤0.01%
708
181
$2.46K ﹤0.01%
38
182
$2.11K ﹤0.01%
18
183
$1.92K ﹤0.01%
20
184
$1.71K ﹤0.01%
150
185
$1.7K ﹤0.01%
300
186
$1.68K ﹤0.01%
18
187
$1.67K ﹤0.01%
200
188
$1.64K ﹤0.01%
+18
189
$1.54K ﹤0.01%
6
190
$1.54K ﹤0.01%
+9
191
$1.36K ﹤0.01%
35
192
$1.28K ﹤0.01%
16
193
$1.14K ﹤0.01%
4
194
$1.08K ﹤0.01%
70
195
$1.03K ﹤0.01%
+20
196
$1.02K ﹤0.01%
5
197
$992 ﹤0.01%
16
198
$982 ﹤0.01%
+13
199
$980 ﹤0.01%
11
200
$927 ﹤0.01%
35
6 7
8
9 10