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
$638M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.66M
3
+$3.79M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.58M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.53M

Top Sells

1
+$10.8M
2
+$2.37M
3
+$1.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.1M

Sector Composition

1 Technology 3.22%
2 Financials 2.45%
3 Consumer Discretionary 1.34%
4 Communication Services 0.95%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.66M 1.2%
+41,456
27
$7.5M 1.18%
166,037
+27,712
28
$7.16M 1.12%
290,514
+75,928
29
$6.73M 1.06%
52,779
+3,585
30
$6.49M 1.02%
56,329
+11,722
31
$6.4M 1%
79,991
+689
32
$6.16M 0.97%
70,910
+16,516
33
$5.96M 0.93%
23,786
+1,409
34
$5.63M 0.88%
56,509
+1,504
35
$5.43M 0.85%
198,687
+4,890
36
$5.05M 0.79%
30,892
+3,012
37
$4.48M 0.7%
49,607
+13,610
38
$4.39M 0.69%
7,491
+7
39
$4.36M 0.68%
18,207
-435
40
$3.93M 0.62%
68,388
+4,338
41
$3.84M 0.6%
85,167
+19,311
42
$3.66M 0.57%
72,810
+3,094
43
$3.58M 0.56%
+104,903
44
$3.53M 0.55%
+76,557
45
$3.39M 0.53%
25,214
+1,046
46
$3.28M 0.51%
7,788
+427
47
$3.18M 0.5%
14,515
+447
48
$3.08M 0.48%
52,007
+3,870
49
$3.07M 0.48%
31,759
+6,061
50
$2.84M 0.44%
66,560
+6,351
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