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
$436M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.65M
3
+$1.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.12M

Top Sells

1
+$908K
2
+$812K
3
+$634K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$611K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$457K

Sector Composition

1 Technology 2.59%
2 Financials 2.25%
3 Consumer Staples 1.24%
4 Consumer Discretionary 1.08%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.36%
17,510
-1,070
52
$1.53M 0.35%
32,317
+6,186
53
$1.49M 0.34%
42,088
-2,491
54
$1.48M 0.34%
5,233
+32
55
$1.46M 0.33%
3,027
+123
56
$1.44M 0.33%
7,904
-56
57
$1.42M 0.33%
24,431
-7,869
58
$1.41M 0.32%
58,641
+13,342
59
$1.39M 0.32%
14,186
-998
60
$1.38M 0.32%
33,565
+6,643
61
$1.35M 0.31%
7,740
-152
62
$1.3M 0.3%
15,608
-1,343
63
$1.3M 0.3%
1,769
+110
64
$1.28M 0.29%
9,704
+137
65
$1.25M 0.29%
28,774
+5,071
66
$1.24M 0.28%
10,910
+151
67
$1.21M 0.28%
24,520
+1,187
68
$1.14M 0.26%
5,306
69
$1.11M 0.25%
2,118
+57
70
$1.01M 0.23%
6,690
+276
71
$970K 0.22%
2,799
72
$961K 0.22%
6,467
-42
73
$952K 0.22%
25,847
+6,361
74
$941K 0.22%
5,798
+436
75
$930K 0.21%
+8,096
1 2
3
4 5