GFG

Goldstone Financial Group Portfolio holdings

AUM $845M
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
+12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$845M
AUM Growth
+$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.64M
3
+$2.76M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.47M
5
NVDA icon
NVIDIA
NVDA
+$2.43M

Top Sells

1
+$8.56M
2
+$3.1M
3
+$2.52M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.83M
5
USFR icon
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
DON icon
26
WisdomTree US MidCap Dividend Fund
DON
$3.73B
$10.1M 1.19%
192,445
+18,096
JBND icon
27
JPMorgan Active Bond ETF
JBND
$4.22B
$9.67M 1.14%
178,633
+24,159
VPU icon
28
Vanguard Utilities ETF
VPU
$7.98B
$9.33M 1.1%
49,277
+11,769
IWR icon
29
iShares Russell Mid-Cap ETF
IWR
$45.6B
$9.03M 1.07%
93,542
+2,558
VYM icon
30
Vanguard High Dividend Yield ETF
VYM
$67.6B
$8.96M 1.06%
63,535
+3,980
VCSH icon
31
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$8.65M 1.02%
108,280
-31,568
NVDA icon
32
NVIDIA
NVDA
$4.37T
$8.41M 1%
45,094
+13,048
VEU icon
33
Vanguard FTSE All-World ex-US ETF
VEU
$52.1B
$8.33M 0.99%
116,759
+14,737
IGIB icon
34
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.8B
$8.21M 0.97%
151,719
+580
UCON icon
35
First Trust Smith Unconstrained Bond ETF
UCON
$3.14B
$7.61M 0.9%
301,929
+14,311
MDYG icon
36
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.43B
$7.12M 0.84%
77,805
+3,147
NOBL icon
37
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$6.65M 0.79%
64,525
+3,370
SCHD icon
38
Schwab US Dividend Equity ETF
SCHD
$70.9B
$6.32M 0.75%
231,563
+19,010
JPM icon
39
JPMorgan Chase
JPM
$841B
$6.23M 0.74%
19,746
+124
IWM icon
40
iShares Russell 2000 ETF
IWM
$71.3B
$5.96M 0.71%
24,651
+50
SPY icon
41
SPDR S&P 500 ETF Trust
SPY
$697B
$5.83M 0.69%
8,758
+250
VFLO icon
42
VictoryShares Free Cash Flow ETF
VFLO
$5.32B
$5.76M 0.68%
153,518
+19,872
MSFT icon
43
Microsoft
MSFT
$3.62T
$5.56M 0.66%
10,743
+827
IXUS icon
44
iShares Core MSCI Total International Stock ETF
IXUS
$50.9B
$4.81M 0.57%
58,297
+5,879
SLYG icon
45
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.61B
$4.44M 0.53%
47,073
+1,482
RDVY icon
46
First Trust Rising Dividend Achievers ETF
RDVY
$18.2B
$4.42M 0.52%
65,659
+4,171
AMZN icon
47
Amazon
AMZN
$2.5T
$4.25M 0.5%
19,338
+1,775
QHY
48
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$204M
$4.24M 0.5%
91,121
+3,878
DGRO icon
49
iShares Core Dividend Growth ETF
DGRO
$35.4B
$4.07M 0.48%
59,837
+11,030
GOOGL icon
50
Alphabet (Google) Class A
GOOGL
$3.8T
$3.88M 0.46%
15,942
+2,381
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