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
$337M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.17M
3
+$976K
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$952K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$923K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$1.02M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.01M
5
HYLD
High Yield ETF
HYLD
+$851K

Sector Composition

1 Technology 2.57%
2 Financials 2.15%
3 Consumer Discretionary 1.2%
4 Consumer Staples 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 1.05%
76,250
+680
27
$3.16M 0.94%
18,440
+233
28
$2.82M 0.84%
52,678
+11,870
29
$2.81M 0.83%
68,531
-349
30
$2.74M 0.81%
66,952
+14,195
31
$2.63M 0.78%
18,169
-372
32
$2.37M 0.7%
25,176
+2,247
33
$2.31M 0.68%
23,793
+1,515
34
$2.29M 0.68%
33,135
+2,860
35
$2.29M 0.68%
23,188
+5,590
36
$2.25M 0.67%
131,372
+13,215
37
$1.97M 0.58%
11,160
+602
38
$1.65M 0.49%
5,237
-456
39
$1.61M 0.48%
12,704
-438
40
$1.58M 0.47%
22,194
+4,661
41
$1.58M 0.47%
18,714
-500
42
$1.56M 0.46%
22,499
+3,704
43
$1.55M 0.46%
12,228
+645
44
$1.52M 0.45%
30,283
+2,912
45
$1.49M 0.44%
30,029
+5,555
46
$1.44M 0.43%
63,312
+210
47
$1.43M 0.42%
49,674
+4,358
48
$1.37M 0.41%
50,424
+745
49
$1.35M 0.4%
7,983
+8
50
$1.32M 0.39%
18,257
-4,527
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