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
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$17.3M
3
+$17.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.52%
2 Financials 1.94%
3 Consumer Staples 1.62%
4 Healthcare 1.38%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.12%
+3,314
102
$362K 0.12%
+1,893
103
$360K 0.12%
+13,815
104
$349K 0.12%
+14,011
105
$344K 0.11%
+9,614
106
$342K 0.11%
+1,109
107
$331K 0.11%
+6,543
108
$330K 0.11%
+8,408
109
$319K 0.11%
+4,242
110
$319K 0.11%
+1,413
111
$309K 0.1%
+3,089
112
$309K 0.1%
+3,757
113
$301K 0.1%
+15,628
114
$296K 0.1%
+4,620
115
$296K 0.1%
+5,387
116
$292K 0.1%
+7,510
117
$289K 0.1%
+8,146
118
$286K 0.09%
+3,844
119
$283K 0.09%
+3,313
120
$280K 0.09%
+7,467
121
$278K 0.09%
+6,826
122
$276K 0.09%
+1,301
123
$275K 0.09%
+8,421
124
$265K 0.09%
+5,006
125
$262K 0.09%
+2,978
3 4
5
6 7