GA
Goldstein Advisors Portfolio holdings
AUM
$744M
This Quarter Return
-2.29%
1 Year Return
+11.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$684M
AUM Growth
+$684M
(-0.67%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
63.89%
Holding
216
New
14
Increased
83
Reduced
64
Closed
12
Top Buys
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$21.6M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$11.3M |
| 3 |
Global X US Infrastructure Development ETF
PAVE
|
$6.27M |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$4.87M |
| 5 |
Church & Dwight Co
CHD
|
$3.93M |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Financials | 1.52% |
| 3 | Healthcare | 0.98% |
| 4 | Consumer Discretionary | 0.86% |
| 5 | Communication Services | 0.84% |
