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
$436M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.65M
3
+$1.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.12M

Top Sells

1
+$908K
2
+$812K
3
+$634K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$611K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$457K

Sector Composition

1 Technology 2.59%
2 Financials 2.25%
3 Consumer Staples 1.24%
4 Consumer Discretionary 1.08%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.55M 1.04%
169,218
-5,262
27
$4.16M 0.96%
7,962
-209
28
$4.02M 0.92%
163,460
+14,039
29
$3.97M 0.91%
39,152
+3,018
30
$3.86M 0.89%
18,369
+3,575
31
$3.7M 0.85%
33,445
+2,263
32
$3.65M 0.84%
18,199
-97
33
$3.51M 0.8%
40,184
+8,485
34
$3.3M 0.76%
77,449
+5,648
35
$3.15M 0.72%
18,360
-171
36
$3.04M 0.7%
64,041
-279
37
$2.77M 0.64%
47,880
-639
38
$2.67M 0.61%
53,090
+11,880
39
$2.57M 0.59%
88,896
+20,097
40
$2.32M 0.53%
5,506
+37
41
$2.24M 0.51%
19,331
+4,156
42
$2.23M 0.51%
39,766
+241
43
$2.18M 0.5%
25,015
+5,761
44
$1.99M 0.46%
11,007
-1,793
45
$1.89M 0.43%
41,771
+8,584
46
$1.82M 0.42%
35,659
+6,858
47
$1.7M 0.39%
16,425
-195
48
$1.7M 0.39%
18,140
+3,770
49
$1.59M 0.36%
62,008
+83
50
$1.58M 0.36%
14,377
+846
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