GA
Goldstein Advisors Portfolio holdings
AUM
$744M
This Quarter Return
+5.83%
1 Year Return
+11.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
99.83%
Top 10 Holdings %
Top 10 Hldgs %
55.34%
Holding
159
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
