GA

Goldstein Advisors Portfolio holdings

AUM $744M
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
-$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$4.95M
3
+$3.77M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.15M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.84M

Top Sells

1
+$26.1M
2
+$876K
3
+$466K
4
TSLA icon
Tesla
TSLA
+$305K
5
MELI icon
Mercado Libre
MELI
+$201K

Sector Composition

1 Technology 3.11%
2 Healthcare 1%
3 Consumer Staples 0.95%
4 Communication Services 0.82%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$208K 0.04%
2,281
+2
152
$206K 0.04%
+2,706
153
$202K 0.03%
14,300
154
$142K 0.02%
15,483
155
$56.2K 0.01%
25,425
156
– –
-9,090
157
– –
-128
158
– –
-1,227
3 4 5 6
7