GMA

Goldstein Munger & Associates Portfolio holdings

AUM $303M
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
-19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$327K
3
+$244K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$211K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$194K

Top Sells

1
+$238K
2
+$45.8K
3
+$39.3K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$19.9K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$539

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$736K 0.19%
39,084
27
$462K 0.12%
4,420
28
$380K 0.1%
2,736
29
$325K 0.08%
5,246
+393
30
$318K 0.08%
10,752
31
$282K 0.07%
10,464
-20
32
$260K 0.07%
3,200
33
$236K 0.06%
3,240
1
2