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
$436M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.65M
3
+$1.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.12M

Top Sells

1
+$908K
2
+$812K
3
+$634K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$611K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$457K

Sector Composition

1 Technology 2.59%
2 Financials 2.25%
3 Consumer Staples 1.24%
4 Consumer Discretionary 1.08%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$912K 0.21%
2,705
-126
77
$879K 0.2%
24,016
-8,409
78
$872K 0.2%
12,853
-67
79
$856K 0.2%
36,027
-5,492
80
$856K 0.2%
22,334
-1,106
81
$778K 0.18%
1,710
82
$770K 0.18%
26,540
+1,503
83
$764K 0.18%
16,222
+3,588
84
$754K 0.17%
6,310
-304
85
$749K 0.17%
13,948
+3,107
86
$743K 0.17%
+9,268
87
$741K 0.17%
8,263
-2,764
88
$733K 0.17%
1,744
-95
89
$715K 0.16%
+22,363
90
$713K 0.16%
32,845
+6,860
91
$713K 0.16%
37,824
+1,154
92
$645K 0.15%
23,229
+517
93
$620K 0.14%
4,935
+3
94
$605K 0.14%
18,604
-3,821
95
$603K 0.14%
27,849
+6,988
96
$587K 0.13%
32,767
-11,091
97
$586K 0.13%
3,435
+22
98
$581K 0.13%
1,197
+70
99
$540K 0.12%
+2,888
100
$533K 0.12%
4,020
+70
2 3
4
5 6