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
$143M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.63%
2 Financials 9.46%
3 Industrials 6.53%
4 Communication Services 5.49%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
+200
202
$1K ﹤0.01%
+200
203
$1K ﹤0.01%
+15
204
$1K ﹤0.01%
+70
205
$1K ﹤0.01%
+150
206
$0 ﹤0.01%
+10
207
0
208
$0 ﹤0.01%
+70
209
$0 ﹤0.01%
+2
210
$0 ﹤0.01%
+7
211
$0 ﹤0.01%
+3