GFG
Goldstone Financial Group Portfolio holdings
AUM
$922M
1-Year Est. Return
14.34%
This Fund
S&P 500
1 Year Est. Return
+14.34%
AUM
$922M
AUM Growth
+$24.7M
(+2.7%)
Holding
237
Top Buys
| 1 | +$25M | |
| 2 | +$8.59M | |
| 3 | +$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 | +$7.09M | |
| 2 | +$6.07M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
BlackRock US Equity Factor Rotation ETF
DYNF
$36.7B
| – | – |
-11,765
|
|
||
227
GE Aerospace
GE
$334B
| – | – |
-926
|
|
||
228
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
| – | – |
-5,480
|
|
||
229
iShares Micro-Cap ETF
IWC
$1.44B
| – | – |
-4,276
|
|
||
230
ALPS O'Shares Global Internet Giants ETF
OGIG
$119M
| – | – |
-4,979
|
|
||
231
Shell
SHEL
$239B
| – | – |
-3,202
|
|
||
232
iShares 1-3 Year Treasury Bond ETF
SHY
$25.2B
| – | – |
-4,866
|
|
||
233
Motley Fool 100 Index ETF
TMFC
$2.11B
| – | – |
-3,429
|
|
||
234
iShares MSCI USA Value Factor ETF
VLUE
$16.1B
| – | – |
-6,147
|
|
||
235
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
| – | – |
-14,581
|
|
||
236
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
| – | – |
-7,230
|
|
||
|
AKRE
237
Akre Focus ETF
AKRE
$6.23B
| – | – |
-4,373
|
|