GFG

Goldstone Financial Group Portfolio holdings

AUM $897M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$897M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$4.08M
2 +$1.95M
3 +$1.67M
4
VTV icon
Vanguard Value ETF
VTV
+$1.55M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1 +$666K
2 +$662K
3 +$549K
4
QLD icon
ProShares Ultra QQQ
QLD
+$495K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$365K

Sector Composition

1 Technology 4.65%
2 Financials 2.78%
3 Communication Services 1.6%
4 Consumer Discretionary 1.47%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMZE
226
Amaze Holdings
AMZE
$11.9M
-22,819