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
$575M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.55M
3
+$4.53M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.41M

Top Sells

1
+$11.8M
2
+$8.78M
3
+$1.86M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.54M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$706K

Sector Composition

1 Technology 3.2%
2 Financials 2.32%
3 Consumer Discretionary 1.22%
4 Industrials 0.97%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.91M 1.2%
136,129
-173,009
27
$6.55M 1.14%
+138,325
28
$6.31M 1.1%
49,194
+3,729
29
$5.87M 1.02%
55,005
+4,264
30
$5.46M 0.95%
193,797
+13,761
31
$5.39M 0.94%
214,586
+23,526
32
$5.22M 0.91%
44,607
+4,824
33
$5.21M 0.91%
22,377
+1,531
34
$4.85M 0.84%
27,880
+7,036
35
$4.77M 0.83%
54,394
+7,698
36
$4.29M 0.75%
7,484
-649
37
$3.93M 0.68%
18,642
+483
38
$3.81M 0.66%
64,050
+5,071
39
$3.5M 0.61%
69,716
+9,174
40
$3.35M 0.58%
35,997
+5,054
41
$3.17M 0.55%
7,361
+223
42
$3.07M 0.53%
104,437
-7,797
43
$3.04M 0.53%
65,856
+12,643
44
$2.93M 0.51%
24,168
+3,698
45
$2.85M 0.5%
48,137
+4,392
46
$2.76M 0.48%
23,070
+3,234
47
$2.73M 0.47%
56,035
-14,511
48
$2.67M 0.46%
42,627
+7,031
49
$2.62M 0.46%
14,068
-2,403
50
$2.61M 0.45%
60,209
-15,135
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