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
$499M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.33M
3
+$3.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$1.86M

Top Sells

1
+$2.42M
2
+$1.65M
3
+$1.5M
4
RINC
AXS Real Estate Income ETF
RINC
+$1.41M
5
COST icon
Costco
COST
+$1,000K

Sector Composition

1 Technology 3.14%
2 Financials 2.1%
3 Consumer Discretionary 1.31%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 1.08%
45,465
+2,218
27
$4.88M 0.98%
50,741
+11,589
28
$4.73M 0.95%
23,312
+4,943
29
$4.67M 0.94%
191,060
+27,600
30
$4.67M 0.94%
180,036
+10,818
31
$4.43M 0.89%
8,133
+171
32
$4.39M 0.88%
20,846
+2,486
33
$4.24M 0.85%
39,783
+6,338
34
$3.93M 0.79%
46,696
+6,512
35
$3.67M 0.74%
18,159
-40
36
$3.34M 0.67%
58,979
+11,099
37
$3.34M 0.67%
70,546
+6,505
38
$3.24M 0.65%
112,234
+23,338
39
$3.19M 0.64%
7,138
+1,632
40
$3.18M 0.64%
16,471
+5,464
41
$3.18M 0.64%
75,344
-2,105
42
$3.08M 0.62%
+20,844
43
$3.05M 0.61%
60,542
+7,452
44
$2.66M 0.53%
30,943
+5,928
45
$2.53M 0.51%
20,470
+2,960
46
$2.4M 0.48%
43,745
+3,979
47
$2.37M 0.48%
53,213
+11,442
48
$2.37M 0.47%
46,956
+14,639
49
$2.29M 0.46%
19,836
+505
50
$2.17M 0.44%
19,978
+5,601
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