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
$661M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$4.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.97M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.68M

Top Sells

1
+$4.18M
2
+$3.41M
3
+$2.16M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.26M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$690K

Sector Composition

1 Technology 3.1%
2 Financials 2.59%
3 Healthcare 1.27%
4 Consumer Discretionary 1.2%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.2%
10,218
-1,781
77
$1.27M 0.19%
2,208
+163
78
$1.2M 0.18%
3,853
-171
79
$1.16M 0.17%
10,495
-2,311
80
$1.13M 0.17%
12,484
-1,632
81
$1.13M 0.17%
4,255
-584
82
$1.07M 0.16%
38,867
+15,404
83
$1.06M 0.16%
9,654
+1
84
$1.03M 0.16%
21,420
-4,185
85
$1.02M 0.16%
54,322
-11,800
86
$1.01M 0.15%
24,093
+5,330
87
$967K 0.15%
39,521
-6,904
88
$965K 0.15%
31,598
+11,954
89
$950K 0.14%
3,045
-70
90
$949K 0.14%
33,544
-515
91
$945K 0.14%
45,057
-3,960
92
$940K 0.14%
7,901
+3,724
93
$911K 0.14%
2,484
+704
94
$905K 0.14%
45,725
-14,022
95
$902K 0.14%
64,969
-19,860
96
$867K 0.13%
1,941
+151
97
$863K 0.13%
24,210
+1,789
98
$862K 0.13%
911
+315
99
$852K 0.13%
20,596
-643
100
$849K 0.13%
9,100
+930
2 3
4
5 6