GFG

Goldstone Financial Group Portfolio holdings

AUM $757M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$12.7M
3
+$3.58M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$2.82M

Top Sells

1
+$8.07M
2
+$6.25M
3
+$2.54M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.15M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M

Sector Composition

1 Technology 3.76%
2 Financials 2.86%
3 Consumer Discretionary 1.32%
4 Communication Services 1.17%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DON icon
26
WisdomTree US MidCap Dividend Fund
DON
$3.66B
$9M 1.19%
174,349
+7,328
IWR icon
27
iShares Russell Mid-Cap ETF
IWR
$44.1B
$8.53M 1.13%
90,984
-1,066
JBND icon
28
JPMorgan Active Bond ETF
JBND
$3.25B
$8.21M 1.08%
154,474
-117,553
VYM icon
29
Vanguard High Dividend Yield ETF
VYM
$64.5B
$8.09M 1.07%
59,555
+2,977
IGIB icon
30
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$8.01M 1.06%
151,139
-47,851
AAPL icon
31
Apple
AAPL
$3.65T
$7.98M 1.05%
37,354
+7,591
UCON icon
32
First Trust Smith Unconstrained Bond ETF
UCON
$2.99B
$7.15M 0.94%
287,618
-6,008
VEU icon
33
Vanguard FTSE All-World ex-US ETF
VEU
$50.9B
$6.89M 0.91%
102,022
+53,020
VPU icon
34
Vanguard Utilities ETF
VPU
$8.09B
$6.64M 0.88%
37,508
+1,071
MDYG icon
35
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.38B
$6.62M 0.87%
74,658
+1,025
NOBL icon
36
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$6.29M 0.83%
61,155
+3,786
SCHD icon
37
Schwab US Dividend Equity ETF
SCHD
$69.3B
$5.81M 0.77%
212,553
+16,588
JPM icon
38
JPMorgan Chase
JPM
$815B
$5.81M 0.77%
19,622
+735
IWM icon
39
iShares Russell 2000 ETF
IWM
$70.1B
$5.49M 0.72%
24,601
-1,127
SPY icon
40
SPDR S&P 500 ETF Trust
SPY
$653B
$5.32M 0.7%
8,508
+1,611
NVDA icon
41
NVIDIA
NVDA
$4.39T
$5.11M 0.67%
32,046
+2,321
MSFT icon
42
Microsoft
MSFT
$3.78T
$4.95M 0.65%
9,916
+722
VFLO icon
43
VictoryShares Free Cash Flow ETF
VFLO
$6.14B
$4.78M 0.63%
133,646
+14,703
SLYG icon
44
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.54B
$4.14M 0.55%
45,591
-1,904
IXUS icon
45
iShares Core MSCI Total International Stock ETF
IXUS
$50B
$4.08M 0.54%
52,418
+19,083
QHY
46
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$205M
$4.04M 0.53%
87,243
+1,070
AMZN icon
47
Amazon
AMZN
$2.27T
$3.92M 0.52%
17,563
+1,328
RDVY icon
48
First Trust Rising Dividend Achievers ETF
RDVY
$16.7B
$3.92M 0.52%
61,488
+2,804
JEPI icon
49
JPMorgan Equity Premium Income ETF
JEPI
$40.9B
$3.68M 0.49%
64,651
+3,288
MA icon
50
Mastercard
MA
$496B
$3.34M 0.44%
5,869
+417
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