GFG

Goldstone Financial Group Portfolio holdings

AUM $922M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$8.59M
3
+$8.51M
4
IOO icon
iShares Global 100 ETF
IOO
+$8.46M
5
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.43M

Top Sells

1
+$7.09M
2
+$6.07M
3
+$4.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.54M
5
IXUS icon
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
FTEC icon
26
Fidelity MSCI Information Technology Index ETF
FTEC
$21.6B
$9.21M 1%
44,288
-7,660
VCSH icon
27
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.3B
$8.76M 0.95%
110,505
-1,774
SPYG icon
28
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.4B
$8.61M 0.93%
87,984
-58,331
DON icon
29
WisdomTree US MidCap Dividend Fund
DON
$3.85B
$8.49M 0.92%
161,651
-43,257
VT icon
30
Vanguard Total World Stock ETF
VT
$75.4B
$8.26M 0.9%
+59,733
IGIB icon
31
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$8.25M 0.9%
155,091
-2,082
GLOF icon
32
iShares Global Equity Factor ETF
GLOF
$213M
$8.15M 0.88%
+156,366
SPGM icon
33
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.66B
$8.15M 0.88%
+107,596
IOO icon
34
iShares Global 100 ETF
IOO
$9.02B
$8.11M 0.88%
+67,034
FPAG icon
35
FPA Global Equity ETF
FPAG
$516M
$8.08M 0.88%
+222,718
NVDA icon
36
NVIDIA
NVDA
$5.44T
$7.93M 0.86%
45,458
+8
VEU icon
37
Vanguard FTSE All-World ex-US ETF
VEU
$66.7B
$7.8M 0.85%
103,907
-23,942
SPYV icon
38
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$7.47M 0.81%
132,057
-73,494
SCHD icon
39
Schwab US Dividend Equity ETF
SCHD
$93.8B
$7.38M 0.8%
240,684
-14,897
NOBL icon
40
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11B
$7.11M 0.77%
134,120
+892
UCON icon
41
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
$6.31M 0.68%
254,748
-58,975
AVGO icon
42
Broadcom
AVGO
$2.18T
$5.83M 0.63%
18,828
+12,939
JPM icon
43
JPMorgan Chase
JPM
$796B
$5.78M 0.63%
19,666
-685
IWR icon
44
iShares Russell Mid-Cap ETF
IWR
$54.8B
$5.71M 0.62%
58,751
-35,451
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$785B
$5.48M 0.59%
8,421
-426
VFLO icon
46
VictoryShares Free Cash Flow ETF
VFLO
$7.8B
$4.91M 0.53%
124,360
-45,040
MDYG icon
47
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.82B
$4.58M 0.5%
47,732
-32,911
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$4.56T
$4.44M 0.48%
15,449
-471
RDVY icon
49
First Trust Rising Dividend Achievers ETF
RDVY
$22.4B
$4.4M 0.48%
64,451
-6,001
VB icon
50
Vanguard Small-Cap ETF
VB
$78.6B
$4.25M 0.46%
+16,211
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