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
$337M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.17M
3
+$976K
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$952K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$923K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$1.02M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.01M
5
HYLD
High Yield ETF
HYLD
+$851K

Sector Composition

1 Technology 2.57%
2 Financials 2.15%
3 Consumer Discretionary 1.2%
4 Consumer Staples 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$873K 0.26%
11,200
+884
77
$870K 0.26%
18,410
+2,051
78
$860K 0.25%
2,799
+12
79
$850K 0.25%
14,168
+2,951
80
$846K 0.25%
37,827
+13,976
81
$835K 0.25%
2,012
+39
82
$809K 0.24%
6,179
+230
83
$791K 0.23%
47,147
+9,764
84
$776K 0.23%
25,095
-624
85
$772K 0.23%
2,903
+286
86
$768K 0.23%
5,264
-179
87
$745K 0.22%
18,799
+4,868
88
$727K 0.22%
21,454
+7,064
89
$715K 0.21%
17,224
+4,220
90
$699K 0.21%
1,710
+15
91
$678K 0.2%
+35,338
92
$677K 0.2%
8,952
+1,311
93
$650K 0.19%
24,036
+250
94
$622K 0.18%
1,777
+45
95
$556K 0.16%
1,853
+233
96
$482K 0.14%
3,403
+45
97
$481K 0.14%
21,960
+7,153
98
$465K 0.14%
17,737
+3,829
99
$443K 0.13%
4,182
+64
100
$396K 0.12%
2,142
+13
2 3
4
5 6