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
$661M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$4.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.97M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.68M

Top Sells

1
+$4.18M
2
+$3.41M
3
+$2.16M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.26M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$690K

Sector Composition

1 Technology 3.1%
2 Financials 2.59%
3 Healthcare 1.27%
4 Consumer Discretionary 1.2%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.45%
+49,002
52
$2.96M 0.45%
61,294
+2,343
53
$2.87M 0.43%
56,802
+19,367
54
$2.8M 0.42%
76,004
+8,105
55
$2.78M 0.42%
45,073
-1,030
56
$2.75M 0.42%
13,133
+4,347
57
$2.48M 0.37%
23,686
-32,643
58
$2.45M 0.37%
20,264
-2,096
59
$2.33M 0.35%
33,335
+3,288
60
$2.32M 0.35%
44,870
-4,930
61
$2.27M 0.34%
52,374
+1,179
62
$2.26M 0.34%
25,943
-5,816
63
$1.93M 0.29%
66,010
-549
64
$1.84M 0.28%
13,901
+3,954
65
$1.84M 0.28%
7,086
+741
66
$1.76M 0.27%
11,368
+2,480
67
$1.68M 0.25%
3,102
+671
68
$1.64M 0.25%
67,733
+6,338
69
$1.62M 0.25%
32,434
-4,030
70
$1.61M 0.24%
52,344
-1,493
71
$1.48M 0.22%
2,786
+235
72
$1.41M 0.21%
8,444
+3,467
73
$1.35M 0.2%
27,631
-11,472
74
$1.34M 0.2%
14,285
-294
75
$1.33M 0.2%
7,814
+508
1 2
3
4 5