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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
+4.94%
1 Year Est. Return
+17.81%
3 Year Est. Return
+41.73%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$455M
AUM Growth
+$41.6M
(+10%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
54.59%
Holding
172
New
12
Increased
61
Reduced
48
Closed
10
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.71% |
| 2 | Financials | 1.17% |
| 3 | Healthcare | 1.14% |
| 4 | Consumer Staples | 1.06% |
| 5 | Consumer Discretionary | 0.87% |
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