We are live on ! Find out more
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
1
$14.5M 8.99%
242,270
-1,475
2
$12.9M 7.97%
107,700
+1,074
3
$12.7M 7.89%
171,307
+1,920
4
$7.74M 4.79%
156,422
+1,975
5
$6.73M 4.17%
124,217
-212
6
$5.31M 3.29%
14,935
-293
7
$5.31M 3.28%
10,243
-170
8
$5.07M 3.14%
19,900
+165
9
$3.99M 2.47%
8,356
-186
10
$3.89M 2.41%
35,175
+585
11
$3.89M 2.41%
15,957
+1
12
$3.55M 2.2%
7,067
-10
13
$3.45M 2.14%
78,549
+213
14
$3.33M 2.06%
29,815
+192
15
$3.33M 2.06%
252,984
-547
16
$3.2M 1.98%
48,249
-127
17
$3.18M 1.97%
30,984
-54
18
$3.17M 1.96%
13,393
+181
19
$3.12M 1.93%
10,796
+81
20
$3.03M 1.88%
43,522
+109
21
$2.99M 1.85%
96,871
+2,895
22
$2.97M 1.84%
35,067
+547
23
$2.68M 1.66%
31,926
+1,006
24
$2.5M 1.55%
13,397
-768
25
$2.28M 1.41%
+56,503
1
2 3 4 5