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
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$17.3M
3
+$17.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.52%
2 Financials 1.94%
3 Consumer Staples 1.62%
4 Healthcare 1.38%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$983K 0.32%
+19,556
52
$966K 0.32%
+5,046
53
$941K 0.31%
+12,767
54
$937K 0.31%
+37,564
55
$929K 0.31%
+2,557
56
$925K 0.31%
+18,510
57
$919K 0.3%
+19,431
58
$918K 0.3%
+4,490
59
$909K 0.3%
+29,270
60
$884K 0.29%
+30,254
61
$874K 0.29%
+17,374
62
$853K 0.28%
+1,716
63
$841K 0.28%
+2,942
64
$828K 0.27%
+5,567
65
$806K 0.27%
+22,686
66
$804K 0.26%
+1,700
67
$798K 0.26%
+3,266
68
$779K 0.26%
+27,087
69
$751K 0.25%
+16,656
70
$722K 0.24%
+13,443
71
$704K 0.23%
+8,474
72
$702K 0.23%
+25,270
73
$700K 0.23%
+5,950
74
$693K 0.23%
+9,390
75
$685K 0.23%
+27,112
1 2
3
4 5