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
$116M
AUM Growth
-$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$108K
2
+$71.6K
3
+$49.6K
4
ADBE icon
Adobe
ADBE
+$45.4K
5
VZ icon
Verizon
VZ
+$44.6K

Top Sells

1
+$776K
2
+$80.7K
3
+$47.7K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$42.5K
5
MSFT icon
Microsoft
MSFT
+$39.6K

Sector Composition

1 Technology 12.83%
2 Financials 10.93%
3 Industrials 5.23%
4 Utilities 4.98%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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6 7 8
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