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
$638M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.66M
3
+$3.79M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.58M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.53M

Top Sells

1
+$10.8M
2
+$2.37M
3
+$1.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.1M

Sector Composition

1 Technology 3.22%
2 Financials 2.45%
3 Consumer Discretionary 1.34%
4 Communication Services 0.95%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.2%
58,260
+25,996
77
$1.23M 0.19%
29,202
-1,731
78
$1.22M 0.19%
7,306
+570
79
$1.22M 0.19%
9,653
+25
80
$1.21M 0.19%
25,605
+1,970
81
$1.2M 0.19%
2,045
+309
82
$1.17M 0.18%
4,024
+105
83
$1.16M 0.18%
2,551
-83
84
$1.15M 0.18%
84,829
+9,130
85
$1.13M 0.18%
9,947
+99
86
$1.12M 0.18%
4,839
-894
87
$1.1M 0.17%
3,115
-4
88
$1.1M 0.17%
59,747
+6,585
89
$1.03M 0.16%
56,790
+2,851
90
$1.02M 0.16%
2,550
+130
91
$1.01M 0.16%
49,017
+6,139
92
$961K 0.15%
21,839
+1,018
93
$912K 0.14%
5,472
+252
94
$870K 0.14%
1,790
+50
95
$862K 0.14%
21,239
-19,918
96
$825K 0.13%
18,763
+3,271
97
$792K 0.12%
5,208
+115
98
$791K 0.12%
22,421
+913
99
$785K 0.12%
1,370
+284
100
$776K 0.12%
34,059
+2,311
2 3
4
5 6