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GA

Goldstein Advisors Portfolio holdings

AUM $900M
1-Year Est. Return 17.81%
This Fund
S&P 500
This Quarter Est. Return
+4.68%
1 Year Est. Return
+17.81%
3 Year Est. Return
+41.73%
5 Year Est. Return
10 Year Est. Return
AUM
$477M
AUM Growth
+$22.7M
Cap. Flow
+$2.17M
Cap. Flow %
0.45%
Top 10 Hldgs %
58.4%
Holding
179
New
12
Increased
42
Reduced
72
Closed
3
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PREF icon
151
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
-423,809
Closed -$7.2M

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