GFG

Goldstone Financial Group Portfolio holdings

AUM $897M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$12.7M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.91M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$2.68M

Top Sells

1
+$8.07M
2
+$6.22M
3
+$2.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.02M

Sector Composition

1 Technology 3.76%
2 Financials 2.86%
3 Consumer Discretionary 1.32%
4 Communication Services 1.17%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9M 1.19%
174,349
+7,328
27
$8.53M 1.13%
90,984
-1,066
28
$8.21M 1.08%
154,474
-117,553
29
$8.09M 1.07%
59,555
+2,977
30
$8.01M 1.06%
151,139
-47,851
31
$7.98M 1.05%
37,354
+7,591
32
$7.15M 0.94%
287,618
-6,008
33
$6.89M 0.91%
102,022
+53,020
34
$6.64M 0.88%
37,508
+1,071
35
$6.62M 0.87%
74,658
+1,025
36
$6.29M 0.83%
61,155
+3,786
37
$5.81M 0.77%
212,553
+16,588
38
$5.81M 0.77%
19,622
+735
39
$5.49M 0.72%
24,601
-1,127
40
$5.32M 0.7%
8,508
+1,611
41
$5.11M 0.67%
32,046
+2,321
42
$4.95M 0.65%
9,916
+722
43
$4.78M 0.63%
133,646
+14,703
44
$4.14M 0.55%
45,591
-1,904
45
$4.08M 0.54%
52,418
+19,083
46
$4.04M 0.53%
87,243
+1,070
47
$3.92M 0.52%
17,563
+1,328
48
$3.92M 0.52%
61,488
+2,804
49
$3.68M 0.49%
64,651
+3,288
50
$3.34M 0.44%
5,869
+417
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