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
$661M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$4.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.97M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.68M

Top Sells

1
+$4.18M
2
+$3.41M
3
+$2.16M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.26M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$690K

Sector Composition

1 Technology 3.1%
2 Financials 2.59%
3 Healthcare 1.27%
4 Consumer Discretionary 1.2%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.83M 1.19%
92,050
-6,046
27
$7.67M 1.16%
47,541
+6,085
28
$7.3M 1.1%
56,578
+3,799
29
$7.27M 1.1%
293,626
+3,112
30
$7.17M 1.08%
+164,988
31
$6.61M 1%
29,763
+5,977
32
$6.22M 0.94%
36,437
+5,545
33
$5.86M 0.89%
57,369
+860
34
$5.85M 0.89%
73,633
+2,723
35
$5.48M 0.83%
195,965
-2,722
36
$5.13M 0.78%
25,728
-20,955
37
$4.63M 0.7%
18,887
+680
38
$4.08M 0.62%
118,943
+14,040
39
$3.94M 0.6%
47,495
-2,112
40
$3.89M 0.59%
86,173
+1,006
41
$3.86M 0.58%
6,897
-594
42
$3.72M 0.56%
73,936
+1,126
43
$3.65M 0.55%
77,522
+965
44
$3.51M 0.53%
61,363
-7,025
45
$3.45M 0.52%
9,194
+1,406
46
$3.44M 0.52%
58,684
+6,677
47
$3.22M 0.49%
29,725
+4,511
48
$3.09M 0.47%
16,235
+1,720
49
$2.99M 0.45%
5,452
+147
50
$2.97M 0.45%
69,946
+3,386
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