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
$575M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.55M
3
+$4.53M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.41M

Top Sells

1
+$11.8M
2
+$8.78M
3
+$1.86M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.54M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$706K

Sector Composition

1 Technology 3.2%
2 Financials 2.32%
3 Consumer Discretionary 1.22%
4 Industrials 0.97%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.44%
5,172
+2,070
52
$2.47M 0.43%
25,698
+3,505
53
$2.35M 0.41%
19,953
-25
54
$2.35M 0.41%
45,929
-1,027
55
$2.13M 0.37%
39,962
+10,133
56
$1.96M 0.34%
43,890
+7,030
57
$1.9M 0.33%
34,508
+1,155
58
$1.78M 0.31%
24,484
+3,283
59
$1.75M 0.3%
41,157
+5,683
60
$1.73M 0.3%
8,749
-92
61
$1.73M 0.3%
6,597
+3,267
62
$1.57M 0.27%
41,586
+9,765
63
$1.51M 0.26%
46,747
+6,398
64
$1.49M 0.26%
13,172
-923
65
$1.41M 0.24%
25,836
+6,709
66
$1.4M 0.24%
+53,419
67
$1.39M 0.24%
56,987
+9,538
68
$1.36M 0.24%
14,909
-119
69
$1.35M 0.24%
46,916
-5,585
70
$1.32M 0.23%
7,965
+589
71
$1.32M 0.23%
10,767
-21
72
$1.31M 0.23%
9,628
-1
73
$1.27M 0.22%
5,733
-8
74
$1.23M 0.21%
30,933
-2,969
75
$1.22M 0.21%
13,020
+2,073
1 2
3
4 5