GFG

Goldstone Financial Group Portfolio holdings

AUM $897M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$12.7M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.91M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$2.68M

Top Sells

1
+$8.07M
2
+$6.22M
3
+$2.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.02M

Sector Composition

1 Technology 3.76%
2 Financials 2.86%
3 Consumer Discretionary 1.32%
4 Communication Services 1.17%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.18%
11,216
+998
77
$1.36M 0.18%
3,430
+857
78
$1.36M 0.18%
8,426
+612
79
$1.34M 0.18%
5,646
+23
80
$1.34M 0.18%
10,320
+1,220
81
$1.33M 0.18%
9,884
-4,017
82
$1.32M 0.17%
14,016
-269
83
$1.26M 0.17%
13,674
+1,190
84
$1.24M 0.16%
10,088
-407
85
$1.19M 0.16%
4,060
+207
86
$1.18M 0.16%
8,723
+3,460
87
$1.18M 0.16%
4,257
+2
88
$1.16M 0.15%
3,127
+643
89
$1.13M 0.15%
10,848
+1,194
90
$1.11M 0.15%
1,531
+214
91
$1.09M 0.14%
30,115
-1,483
92
$1.08M 0.14%
36,884
-2,637
93
$1.07M 0.14%
37,802
+4,258
94
$1.06M 0.14%
26,494
+2,284
95
$1.06M 0.14%
3,406
-31
96
$1.06M 0.14%
1,070
+159
97
$1.05M 0.14%
53,404
-918
98
$1.02M 0.13%
44,451
-606
99
$1.01M 0.13%
7,013
+949
100
$999K 0.13%
8,882
+6,306
2 3
4
5 6