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
$337M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.17M
3
+$976K
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$952K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$923K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$1.02M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.01M
5
HYLD
High Yield ETF
HYLD
+$851K

Sector Composition

1 Technology 2.57%
2 Financials 2.15%
3 Consumer Discretionary 1.2%
4 Consumer Staples 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.39%
30,240
+1,120
52
$1.27M 0.38%
4,830
-117
53
$1.27M 0.38%
36,634
-9,334
54
$1.23M 0.36%
29,205
+3,403
55
$1.22M 0.36%
10,822
+1,321
56
$1.21M 0.36%
3,049
-311
57
$1.21M 0.36%
+13,146
58
$1.18M 0.35%
7,933
-79
59
$1.17M 0.35%
+48,795
60
$1.15M 0.34%
28,588
+8,908
61
$1.1M 0.33%
23,238
+6,345
62
$1.05M 0.31%
24,351
+6,054
63
$1.04M 0.31%
10,739
-3
64
$1.03M 0.31%
24,711
+44
65
$1.01M 0.3%
12,225
+2,588
66
$1.01M 0.3%
5,031
67
$1.01M 0.3%
6,460
-175
68
$976K 0.29%
+32,370
69
$975K 0.29%
51,834
+13,189
70
$952K 0.28%
+11,825
71
$951K 0.28%
12,979
+1,129
72
$938K 0.28%
3,748
+74
73
$923K 0.27%
+50,792
74
$922K 0.27%
9,096
+268
75
$918K 0.27%
1,625
-85
1 2
3
4 5