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
$387M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.68M
3
+$7.06M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.94M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.7M

Top Sells

1
+$11M
2
+$8.13M
3
+$5.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.31M

Sector Composition

1 Technology 2.61%
2 Financials 2.13%
3 Consumer Discretionary 1.23%
4 Consumer Staples 1.09%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 1%
8,171
-1,694
27
$3.7M 0.95%
+149,421
28
$3.58M 0.92%
45,998
+12,863
29
$3.57M 0.92%
18,531
+91
30
$3.44M 0.89%
36,134
-4,665
31
$3.38M 0.87%
31,182
+6,006
32
$3.11M 0.8%
18,296
+127
33
$3.06M 0.79%
64,320
-11,930
34
$3.03M 0.78%
71,801
+3,270
35
$2.97M 0.77%
14,794
+3,634
36
$2.67M 0.69%
48,519
-4,159
37
$2.4M 0.62%
31,699
+9,200
38
$2.07M 0.53%
41,210
+10,927
39
$2.06M 0.53%
5,469
+232
40
$2.04M 0.53%
+39,525
41
$2M 0.52%
68,799
+19,125
42
$1.94M 0.5%
12,800
+96
43
$1.78M 0.46%
15,175
+4,353
44
$1.74M 0.45%
32,300
+2,271
45
$1.61M 0.42%
19,254
+6,275
46
$1.56M 0.4%
16,620
-2,094
47
$1.54M 0.4%
5,201
+371
48
$1.51M 0.39%
28,801
+5,563
49
$1.51M 0.39%
33,187
+8,836
50
$1.51M 0.39%
61,925
-1,387
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