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
$337M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.17M
3
+$976K
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$952K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$923K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$1.02M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.01M
5
HYLD
High Yield ETF
HYLD
+$851K

Sector Composition

1 Technology 2.57%
2 Financials 2.15%
3 Consumer Discretionary 1.2%
4 Consumer Staples 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$393K 0.12%
8,735
+2,717
102
$392K 0.12%
2,324
-124
103
$381K 0.11%
18,337
+1,785
104
$377K 0.11%
4,540
-360
105
$372K 0.11%
3,612
+33
106
$367K 0.11%
6,819
-821
107
$357K 0.11%
20,673
+6,414
108
$355K 0.11%
7,185
+691
109
$350K 0.1%
29,428
+9,141
110
$325K 0.1%
21,616
-1,581
111
$321K 0.1%
2,437
-354
112
$319K 0.09%
1,389
-76
113
$311K 0.09%
13,985
-940
114
$302K 0.09%
4,241
-248
115
$299K 0.09%
13,277
-139
116
$297K 0.09%
5,156
-2,246
117
$290K 0.09%
3,053
-301
118
$289K 0.09%
7,364
-230
119
$287K 0.08%
4,820
-401
120
$283K 0.08%
7,500
+610
121
$280K 0.08%
+836
122
$280K 0.08%
7,874
-570
123
$270K 0.08%
3,767
-753
124
$264K 0.08%
967
-83
125
$261K 0.08%
4,150
-462
3 4
5
6 7