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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
+5.83%
1 Year Est. Return
+17.81%
3 Year Est. Return
+41.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$414M
Cap. Flow
% of AUM
100.31%
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% |
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