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
$499M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.33M
3
+$3.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$1.86M

Top Sells

1
+$2.42M
2
+$1.65M
3
+$1.5M
4
RINC
AXS Real Estate Income ETF
RINC
+$1.41M
5
COST icon
Costco
COST
+$1,000K

Sector Composition

1 Technology 3.14%
2 Financials 2.1%
3 Consumer Discretionary 1.31%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.41%
35,596
+11,165
52
$1.99M 0.4%
22,193
+4,053
53
$1.86M 0.37%
+36,120
54
$1.85M 0.37%
+33,353
55
$1.58M 0.32%
36,860
+8,086
56
$1.52M 0.3%
8,841
+937
57
$1.51M 0.3%
14,095
-2,330
58
$1.48M 0.3%
29,829
-5,830
59
$1.46M 0.29%
52,501
-9,507
60
$1.45M 0.29%
35,474
+1,909
61
$1.43M 0.29%
21,201
+8,348
62
$1.39M 0.28%
5,448
+215
63
$1.38M 0.28%
10,788
+1,084
64
$1.37M 0.27%
3,102
+75
65
$1.34M 0.27%
7,376
+686
66
$1.32M 0.26%
9,629
+3,162
67
$1.31M 0.26%
33,902
-8,186
68
$1.26M 0.25%
15,028
-580
69
$1.24M 0.25%
7,525
-215
70
$1.19M 0.24%
40,349
+17,120
71
$1.18M 0.24%
2,052
-66
72
$1.16M 0.23%
61,727
+23,903
73
$1.15M 0.23%
31,821
+7,805
74
$1.15M 0.23%
11,078
+168
75
$1.14M 0.23%
34,478
+15,874
1 2
3
4 5