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
$387M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.68M
3
+$7.06M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.94M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.7M

Top Sells

1
+$11M
2
+$8.13M
3
+$5.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.31M

Sector Composition

1 Technology 2.61%
2 Financials 2.13%
3 Consumer Discretionary 1.23%
4 Consumer Staples 1.09%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$896K 0.23%
6,414
+235
77
$858K 0.22%
2,831
-72
78
$856K 0.22%
23,440
-1,655
79
$839K 0.22%
12,920
-1,248
80
$812K 0.21%
39,144
-11,648
81
$791K 0.2%
3,183
-565
82
$786K 0.2%
5,362
+98
83
$775K 0.2%
1,710
84
$760K 0.2%
43,858
-3,289
85
$723K 0.19%
6,614
-2,482
86
$721K 0.19%
25,037
+1,001
87
$708K 0.18%
19,486
-1,968
88
$669K 0.17%
+22,425
89
$659K 0.17%
36,670
-94,702
90
$656K 0.17%
1,839
+62
91
$634K 0.16%
+3,619
92
$616K 0.16%
22,712
+4,975
93
$611K 0.16%
+3,892
94
$591K 0.15%
12,634
+3,899
95
$573K 0.15%
25,985
+7,648
96
$560K 0.14%
10,841
+3,656
97
$520K 0.13%
4,932
+750
98
$474K 0.12%
2,262
+120
99
$470K 0.12%
20,861
-1,099
100
$444K 0.11%
3,413
+10
2 3
4
5 6