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
$638M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.66M
3
+$3.79M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.58M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.53M

Top Sells

1
+$10.8M
2
+$2.37M
3
+$1.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.1M

Sector Composition

1 Technology 3.22%
2 Financials 2.45%
3 Consumer Discretionary 1.34%
4 Communication Services 0.95%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.44%
46,103
+3,476
52
$2.82M 0.44%
58,951
+2,916
53
$2.81M 0.44%
49,800
+15,292
54
$2.79M 0.44%
5,305
+133
55
$2.56M 0.4%
6,345
-252
56
$2.51M 0.39%
22,360
+2,407
57
$2.5M 0.39%
67,899
+26,313
58
$2.2M 0.34%
51,195
+7,305
59
$2.04M 0.32%
39,103
-6,826
60
$1.99M 0.31%
30,047
+5,563
61
$1.93M 0.3%
66,559
-37,878
62
$1.88M 0.29%
37,435
+11,599
63
$1.77M 0.28%
36,464
-3,498
64
$1.68M 0.26%
8,888
+923
65
$1.56M 0.25%
53,837
+7,090
66
$1.56M 0.24%
8,786
+37
67
$1.51M 0.24%
2,431
+592
68
$1.49M 0.23%
61,395
+4,408
69
$1.47M 0.23%
12,806
-366
70
$1.46M 0.23%
11,999
+1,232
71
$1.33M 0.21%
5,738
+987
72
$1.29M 0.2%
14,579
-330
73
$1.27M 0.2%
66,122
+5,092
74
$1.26M 0.2%
46,425
-491
75
$1.26M 0.2%
14,116
+1,096
1 2
3
4 5