GFG

Goldstone Financial Group Portfolio holdings

AUM $897M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$12.7M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.91M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$2.68M

Top Sells

1
+$8.07M
2
+$6.22M
3
+$2.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.02M

Sector Composition

1 Technology 3.76%
2 Financials 2.86%
3 Consumer Discretionary 1.32%
4 Communication Services 1.17%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.42%
48,807
+3,734
52
$3.1M 0.41%
72,235
+2,289
53
$3.02M 0.4%
60,445
+3,643
54
$2.95M 0.39%
26,062
+2,376
55
$2.82M 0.37%
+60,530
56
$2.55M 0.34%
26,804
+861
57
$2.51M 0.33%
46,330
+1,460
58
$2.43M 0.32%
13,561
+2,193
59
$2.42M 0.32%
20,340
+76
60
$2.29M 0.3%
7,269
+183
61
$2.2M 0.29%
58,838
-17,166
62
$2.11M 0.28%
43,545
-17,749
63
$2.08M 0.28%
41,417
-32,519
64
$2.01M 0.26%
2,975
-127
65
$1.95M 0.26%
58,239
+5,895
66
$1.87M 0.25%
2,599
+391
67
$1.83M 0.24%
74,809
+7,076
68
$1.68M 0.22%
8,859
-4,274
69
$1.62M 0.21%
32,939
+505
70
$1.54M 0.2%
3,166
+380
71
$1.49M 0.2%
30,441
+6,348
72
$1.47M 0.19%
31,489
-46,033
73
$1.45M 0.19%
5,273
+567
74
$1.42M 0.19%
26,930
-701
75
$1.4M 0.18%
45,818
+6,951
1 2
3
4 5