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
$130M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$9.1M
3
+$2.93M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.88M
5
PSA icon
Public Storage
PSA
+$2.76M

Top Sells

1
+$9.54M
2
+$9.17M
3
+$3.23M
4
ORCL icon
Oracle
ORCL
+$3.18M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.78M

Sector Composition

1 Technology 14.93%
2 Financials 9.57%
3 Communication Services 6.47%
4 Industrials 4.98%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7 ﹤0.01%
2
202
– –
-20
203
– –
-20
204
– –
-240
205
– –
-240
206
– –
-3,400
207
– –
-40
208
– –
-20
209
– –
-26
5 6 7 8
9