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
$575M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.55M
3
+$4.53M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.41M

Top Sells

1
+$11.8M
2
+$8.78M
3
+$1.86M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.54M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$706K

Sector Composition

1 Technology 3.2%
2 Financials 2.32%
3 Consumer Discretionary 1.22%
4 Industrials 0.97%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.21%
2,634
+727
77
$1.2M 0.21%
61,030
-697
78
$1.19M 0.21%
3,919
-1,529
79
$1.17M 0.2%
6,736
+410
80
$1.16M 0.2%
23,635
+3,377
81
$1.12M 0.2%
9,848
-1,230
82
$1.1M 0.19%
10,894
+448
83
$1.1M 0.19%
3,119
-294
84
$1.08M 0.19%
1,839
-213
85
$1.08M 0.19%
53,162
+1,743
86
$1.07M 0.19%
75,699
+876
87
$1.03M 0.18%
3,959
+89
88
$1.02M 0.18%
1,740
+30
89
$1.01M 0.18%
42,878
+1,241
90
$994K 0.17%
1,736
+53
91
$973K 0.17%
53,939
+10,322
92
$969K 0.17%
20,821
-935
93
$909K 0.16%
2,420
+95
94
$889K 0.15%
5,220
+122
95
$866K 0.15%
5,093
-2,432
96
$819K 0.14%
4,751
+301
97
$784K 0.14%
21,508
-12,970
98
$727K 0.13%
32,264
+4,787
99
$706K 0.12%
5,501
-391
100
$698K 0.12%
31,748
+3,668
2 3
4
5 6