GA

Goldstein Advisors Portfolio holdings

AUM $823M
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.34%
2 Consumer Staples 1.79%
3 Healthcare 1.32%
4 Financials 1.26%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$216K 0.05%
+1,206
127
$216K 0.05%
+7,116
128
$215K 0.05%
+4,572
129
$214K 0.05%
+7,098
130
$212K 0.05%
+2,957
131
$209K 0.05%
+1,396
132
$208K 0.05%
+4,058
133
$204K 0.05%
+2,017
134
$131K 0.03%
+14,300
135
$125K 0.03%
+10,824
136
$97K 0.02%
+15,483
137
$21K 0.01%
+15,425