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GFG
Goldstone Financial Group Portfolio holdings
AUM
$922M
1-Year Est. Return
14.34%
This Fund
S&P 500
This Quarter
Est. Return
-1.68%
1 Year Est. Return
+14.34%
3 Year Est. Return
+42.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$922M
AUM Growth
+$24.6M
(+2.7%)
Cap. Flow
+$44M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
39.89%
Holding
240
New
22
Increased
58
Reduced
138
Closed
12
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$25M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$8.59M |
| 3 |
FPA Global Equity ETF
FPAG
|
+$8.51M |
| 4 |
iShares Global 100 ETF
IOO
|
+$8.46M |
| 5 |
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
+$8.43M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$7.09M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.07M |
| 3 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$4.26M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$3.54M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$3.49M |
Sector Composition
| 1 | Technology | 4.83% |
| 2 | Financials | 2.25% |
| 3 | Communication Services | 1.41% |
| 4 | Consumer Discretionary | 1.24% |
| 5 | Industrials | 1.19% |
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