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GC

Gould Capital Portfolio holdings

AUM $165M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.65M
3
+$1.27M
4
TMUS icon
T-Mobile US
TMUS
+$1.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$786K

Top Sells

1
+$2.01M
2
+$1.89M
3
+$828K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$245K
5
NVDA icon
NVIDIA
NVDA
+$134K

Sector Composition

1 Technology 13.15%
2 Financials 9.68%
3 Communication Services 7.53%
4 Industrials 5.69%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.01K ﹤0.01%
11
202
$983 ﹤0.01%
13
203
$976 ﹤0.01%
100
204
$927 ﹤0.01%
2
205
$882 ﹤0.01%
100
206
$705 ﹤0.01%
12
207
$698 ﹤0.01%
1
208
$615 ﹤0.01%
1
209
$288 ﹤0.01%
117
210
$251 ﹤0.01%
3
211
$150 ﹤0.01%
2
212
$48 ﹤0.01%
2
-6
213
$9 ﹤0.01%
70
214
– –
-95
215
– –
-22
216
– –
-1,082
217
– –
-169,176
218
– –
-35
219
– –
-3,685
220
– –
-18
221
– –
-75
222
– –
-15
5 6 7 8
9