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
$142M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.15M
3 +$1.07M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$996K
5
BND icon
Vanguard Total Bond Market
BND
+$985K

Top Sells

1 +$1.48M
2 +$1.34M
3 +$1.3M
4
INTC icon
Intel
INTC
+$1.11M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.05M

Sector Composition

1 Technology 13.82%
2 Financials 11.74%
3 Communication Services 6.51%
4 Industrials 5.91%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-211
202
-100
203
-550
204
-2,350