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
$499M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.33M
3
+$3.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$1.86M

Top Sells

1
+$2.42M
2
+$1.65M
3
+$1.5M
4
RINC
AXS Real Estate Income ETF
RINC
+$1.41M
5
COST icon
Costco
COST
+$1,000K

Sector Composition

1 Technology 3.14%
2 Financials 2.1%
3 Consumer Discretionary 1.31%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.23%
47,449
+11,422
77
$1.13M 0.23%
5,741
+435
78
$1.04M 0.21%
6,326
+528
79
$1.04M 0.21%
3,413
+614
80
$1.01M 0.2%
10,446
-3,740
81
$994K 0.2%
74,823
+37,569
82
$969K 0.19%
10,947
+2,684
83
$967K 0.19%
51,419
+26,117
84
$966K 0.19%
19,127
+5,179
85
$951K 0.19%
20,258
+4,036
86
$948K 0.19%
21,756
-2,764
87
$917K 0.18%
41,637
+13,788
88
$865K 0.17%
7,590
-506
89
$848K 0.17%
1,683
+486
90
$848K 0.17%
2,325
-380
91
$833K 0.17%
9,520
+252
92
$799K 0.16%
1,710
93
$776K 0.16%
1,907
+163
94
$775K 0.16%
3,870
+2,569
95
$771K 0.15%
43,617
+10,850
96
$720K 0.14%
5,098
+163
97
$715K 0.14%
4,450
+430
98
$698K 0.14%
5,892
-418
99
$686K 0.14%
17,426
-4,908
100
$659K 0.13%
3,330
+371
2 3
4
5 6