GFG
Goldstone Financial Group Portfolio holdings
AUM
$757M
1-Year Return
12.12%
This Quarter Return
-3.05%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$337M
AUM Growth
-$2.35M
(-0.69%)
Cap. Flow
+$7.93M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
44.07%
Holding
171
New
9
Increased
85
Reduced
54
Closed
20
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.21M |
| 2 |
AXS Real Estate Income ETF
RINC
|
$1.17M |
| 3 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$976K |
| 4 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$952K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$923K |
Top Sells
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.07M |
| 2 |
Capital Group Dividend Value ETF
CGDV
|
$1.02M |
| 3 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.02M |
| 4 |
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% |
