GC
Gould Capital Portfolio holdings
AUM
$150M
This Quarter Return
+1.05%
1 Year Return
+14.08%
3 Year Return
+50.16%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(-0.1%)
Cap. Flow
+$522K
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
47.24%
Holding
220
New
27
Increased
54
Reduced
49
Closed
4
Top Buys
| 1 |
Amgen
AMGN
|
$3.1M |
| 2 |
NVIDIA
NVDA
|
$260K |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$65.6K |
| 4 |
RDFN
Redfin
RDFN
|
$64K |
| 5 |
Gilead Sciences
GILD
|
$51.9K |
Top Sells
| 1 |
Intel
INTC
|
$1.94M |
| 2 |
Caterpillar
CAT
|
$577K |
| 3 |
SPDR Gold Trust
GLD
|
$138K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$121K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$114K |
Sector Composition
| 1 | Technology | 12.64% |
| 2 | Financials | 11.58% |
| 3 | Communication Services | 7% |
| 4 | Healthcare | 6.48% |
| 5 | Industrials | 5.04% |
