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
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$17.3M
3
+$17.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.52%
2 Financials 1.94%
3 Consumer Staples 1.62%
4 Healthcare 1.38%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$654K 0.22%
+14,621
77
$636K 0.21%
+6,300
78
$611K 0.2%
+5,890
79
$581K 0.19%
+9,313
80
$575K 0.19%
+7,764
81
$566K 0.19%
+7,095
82
$547K 0.18%
+27,563
83
$539K 0.18%
+11,254
84
$507K 0.17%
+14,671
85
$492K 0.16%
+21,917
86
$479K 0.16%
+3,430
87
$476K 0.16%
+27,380
88
$459K 0.15%
+26,764
89
$456K 0.15%
+10,438
90
$443K 0.15%
+10,512
91
$437K 0.14%
+19,458
92
$421K 0.14%
+2,029
93
$416K 0.14%
+2,626
94
$411K 0.14%
+7,015
95
$394K 0.13%
+3,704
96
$392K 0.13%
+17,155
97
$389K 0.13%
+7,448
98
$386K 0.13%
+16,376
99
$385K 0.13%
+14,621
100
$373K 0.12%
+4,017
2 3
4
5 6