GA
Goldstein Advisors Portfolio holdings
AUM
$744M
1-Year Est. Return
11.4%
1 Year Est. Return
+11.4%
AUM
$744M
AUM Growth
+$60.3M
(+8.8%)
Holding
224
Top Buys
| 1 | +$19.4M | |
| 2 | +$13.6M | |
| 3 | +$10.7M | |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$6.35M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$5.66M |
Top Sells
| 1 | +$33.2M | |
| 2 | +$5.12M | |
| 3 | +$2.21M | |
| 4 |
Apple
AAPL
|
+$1.68M |
| 5 |
Hartford Municipal Opportunities ETF
HMOP
|
+$1.23M |
Sector Composition
| 1 | Technology | 2.86% |
| 2 | Financials | 1.16% |
| 3 | Communication Services | 0.93% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Healthcare | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
iShares Convertible Bond ETF
ICVT
$3.03B
| – | – |
-4,277
|
|
||
202
Innovator US Equity Power Buffer ETF January
PJAN
$1.23B
| – | – |
-19,597
|
|
||
203
Xeris Biopharma Holdings
XERS
$1.48B
| – | – |
-40,000
|
|