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GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.27M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$786K

Top Sells

1
+$2.01M
2
+$1.89M
3
+$828K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$245K
5
NVDA icon
NVIDIA
NVDA
+$134K

Sector Composition

1 Technology 13.15%
2 Financials 9.68%
3 Communication Services 7.53%
4 Industrials 5.69%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.74K ﹤0.01%
300
177
$2.61K ﹤0.01%
708
178
$2.57K ﹤0.01%
72
-66
179
$2.3K ﹤0.01%
181
180
$2.24K ﹤0.01%
18
181
$2.2K ﹤0.01%
90
182
$1.98K ﹤0.01%
71
-96
183
$1.93K ﹤0.01%
38
184
$1.91K ﹤0.01%
150
185
$1.8K ﹤0.01%
6
186
$1.78K ﹤0.01%
300
187
$1.75K ﹤0.01%
20
188
$1.69K ﹤0.01%
9
189
$1.67K ﹤0.01%
35
190
$1.64K ﹤0.01%
5
+2
191
$1.6K ﹤0.01%
16
-351
192
$1.51K ﹤0.01%
200
193
$1.37K ﹤0.01%
+310
194
$1.35K ﹤0.01%
16
195
$1.18K ﹤0.01%
4
196
$1.15K ﹤0.01%
20
197
$1.08K ﹤0.01%
5
198
$1.04K ﹤0.01%
16
199
$1.02K ﹤0.01%
70
200
$1.01K ﹤0.01%
14
5 6 7
8
9