GFG
Goldstone Financial Group Portfolio holdings
AUM
$757M
This Quarter Return
+4.99%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$340M
AUM Growth
+$340M
(+12%)
Cap. Flow
+$24.2M
Cap. Flow
% of AUM
7.14%
Top 10 Holdings %
Top 10 Hldgs %
44.62%
Holding
176
New
23
Increased
93
Reduced
44
Closed
14
Top Buys
| 1 |
JPMorgan US Quality Factor ETF
JQUA
|
$12.9M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$10.3M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$9.61M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$6.99M |
| 5 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
$5.7M |
Top Sells
Sector Composition
| 1 | Technology | 2.84% |
| 2 | Financials | 2.27% |
| 3 | Consumer Discretionary | 1.44% |
| 4 | Consumer Staples | 1.37% |
| 5 | Healthcare | 1.14% |
