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
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$17.3M
3
+$17.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.52%
2 Financials 1.94%
3 Consumer Staples 1.62%
4 Healthcare 1.38%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.86%
+63,717
27
$2.45M 0.81%
+39,583
28
$2.15M 0.71%
+16,526
29
$2.1M 0.69%
+50,268
30
$2.05M 0.68%
+22,463
31
$2.01M 0.66%
+20,837
32
$1.79M 0.59%
+22,059
33
$1.74M 0.57%
+9,734
34
$1.65M 0.54%
+9,042
35
$1.64M 0.54%
+5,689
36
$1.57M 0.52%
+38,361
37
$1.56M 0.51%
+63,999
38
$1.54M 0.51%
+21,959
39
$1.51M 0.5%
+82,780
40
$1.49M 0.49%
+27,287
41
$1.41M 0.46%
+8,823
42
$1.4M 0.46%
+16,255
43
$1.34M 0.44%
+13,004
44
$1.32M 0.43%
+47,019
45
$1.3M 0.43%
+6,723
46
$1.14M 0.38%
+11,263
47
$1.11M 0.37%
+3,981
48
$1.09M 0.36%
+10,781
49
$1.07M 0.35%
+15,700
50
$1.01M 0.33%
+8,883
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