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
$150M
AUM Growth
+$6.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$162K
2
+$121K
3
+$87.9K
4
AES icon
AES
AES
+$83.1K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$82.1K

Top Sells

1
+$234K
2
+$151K
3
+$69.6K
4
GLD icon
SPDR Gold Trust
GLD
+$63.6K
5
NVDA icon
NVIDIA
NVDA
+$54.5K

Sector Composition

1 Technology 12.56%
2 Financials 8.87%
3 Communication Services 6.76%
4 Consumer Discretionary 5.6%
5 Industrials 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$926 ﹤0.01%
14
202
$912 ﹤0.01%
+3
203
$881 ﹤0.01%
2
204
$767 ﹤0.01%
1
205
$678 ﹤0.01%
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206
$638 ﹤0.01%
100
207
$607 ﹤0.01%
100
208
$529 ﹤0.01%
1
209
$309 ﹤0.01%
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$304 ﹤0.01%
3
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$169 ﹤0.01%
8
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$148 ﹤0.01%
2
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$35 ﹤0.01%
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