GFG
Goldstone Financial Group Portfolio holdings
AUM
$845M
1-Year Est. Return
12.47%
1 Year Est. Return
+12.47%
AUM
$845M
AUM Growth
+$88.1M
(+12%)
Holding
227
Top Buys
| 1 | +$14M | |
| 2 | +$5.64M | |
| 3 | +$2.76M | |
| 4 |
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
|
+$2.47M |
| 5 |
NVIDIA
NVDA
|
+$2.43M |
Top Sells
| 1 | +$8.56M | |
| 2 | +$3.1M | |
| 3 | +$2.52M | |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$1.83M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$1.8M |
Sector Composition
| 1 | Technology | 4.53% |
| 2 | Financials | 2.72% |
| 3 | Communication Services | 1.53% |
| 4 | Consumer Discretionary | 1.43% |
| 5 | Industrials | 1.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Starbucks
SBUX
$96.6B
| – | – |
-2,182
|
|
||
227
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.73B
| – | – |
-72,235
|
|