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
$124M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$842K
3 +$139K
4
SBUX icon
Starbucks
SBUX
+$115K
5
ADBE icon
Adobe
ADBE
+$104K

Top Sells

1 +$1.93M
2 +$72.3K
3 +$49.4K
4
KO icon
Coca-Cola
KO
+$47.7K
5
AZO icon
AutoZone
AZO
+$45.1K

Sector Composition

1 Technology 13.35%
2 Financials 10.57%
3 Industrials 5.25%
4 Utilities 4.77%
5 Healthcare 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
+13
202
$1K ﹤0.01%
+29
203
$1K ﹤0.01%
+8
204
$1K ﹤0.01%
+8
205
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+12
206
$1K ﹤0.01%
+19
207
$1K ﹤0.01%
+13
208
$1K ﹤0.01%
+13
209
$1K ﹤0.01%
+25
210
$1K ﹤0.01%
200
211
$1K ﹤0.01%
21
212
$1K ﹤0.01%
+30
213
$1K ﹤0.01%
15
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70
215
$1K ﹤0.01%
38
216
$1K ﹤0.01%
+28
217
$1K ﹤0.01%
20
218
$1K ﹤0.01%
+4
219
$1K ﹤0.01%
150
220
$1K ﹤0.01%
+93
221
$1K ﹤0.01%
+12
222
$1K ﹤0.01%
+16
223
$1K ﹤0.01%
10
224
$1K ﹤0.01%
200
225
$0 ﹤0.01%
2