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
$131M
AUM Growth
+$985K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$854K
2
+$65.9K
3
+$38.4K
4
XYZ
Block Inc
XYZ
+$36K
5
FM
iShares Frontier and Select EM ETF
FM
+$35.4K

Top Sells

1
+$905K
2
+$313K
3
+$263K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$206K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$199K

Sector Composition

1 Technology 15.59%
2 Financials 9.08%
3 Communication Services 6.98%
4 Industrials 5.17%
5 Real Estate 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-20
202
– –
-5
203
– –
-60
204
– –
-30
205
– –
-5
5 6 7 8
9