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
$387M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.68M
3
+$7.06M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.94M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.7M

Top Sells

1
+$11M
2
+$8.13M
3
+$5.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.31M

Sector Composition

1 Technology 2.61%
2 Financials 2.13%
3 Consumer Discretionary 1.23%
4 Consumer Staples 1.09%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.39%
15,184
-53,040
52
$1.38M 0.36%
13,531
-9,657
53
$1.38M 0.36%
44,579
-5,845
54
$1.34M 0.35%
7,892
-91
55
$1.32M 0.34%
16,951
-1,306
56
$1.29M 0.33%
14,370
+3,170
57
$1.24M 0.32%
2,904
-145
58
$1.23M 0.32%
7,960
+27
59
$1.18M 0.31%
10,759
+20
60
$1.18M 0.3%
32,425
-4,209
61
$1.17M 0.3%
26,131
-2,457
62
$1.17M 0.3%
45,299
-3,496
63
$1.13M 0.29%
26,922
+8,123
64
$1.12M 0.29%
9,567
-2,661
65
$1.12M 0.29%
23,333
-1,378
66
$1.12M 0.29%
5,306
+275
67
$1.1M 0.28%
1,659
+34
68
$1.04M 0.27%
23,703
+6,479
69
$1.02M 0.26%
6,509
+49
70
$998K 0.26%
2,061
+49
71
$982K 0.25%
2,799
72
$982K 0.25%
11,027
-1,198
73
$958K 0.25%
41,519
+3,692
74
$920K 0.24%
18,580
-11,660
75
$908K 0.23%
2,409
+1,573
1 2
3
4 5