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
$387M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.68M
3
+$7.06M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.94M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.7M

Top Sells

1
+$11M
2
+$8.13M
3
+$5.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.31M

Sector Composition

1 Technology 2.61%
2 Financials 2.13%
3 Consumer Discretionary 1.23%
4 Consumer Staples 1.09%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.11%
3,950
-590
102
$408K 0.11%
1,567
+475
103
$408K 0.11%
+1,675
104
$399K 0.1%
1,127
-726
105
$391K 0.1%
3,591
-21
106
$389K 0.1%
23,189
+1,573
107
$388K 0.1%
1,314
+347
108
$380K 0.1%
2,549
+225
109
$368K 0.1%
14,101
+116
110
$358K 0.09%
7,123
-751
111
$356K 0.09%
19,808
-865
112
$353K 0.09%
28,808
-620
113
$348K 0.09%
2,467
+30
114
$345K 0.09%
4,329
+88
115
$344K 0.09%
6,814
-5
116
$327K 0.08%
9,708
+1,067
117
$321K 0.08%
6,793
-232,491
118
$319K 0.08%
4,558
-262
119
$317K 0.08%
+10,648
120
$311K 0.08%
2,999
-54
121
$308K 0.08%
3,300
+198
122
$306K 0.08%
3,388
+228
123
$303K 0.08%
3,088
124
$288K 0.07%
6,451
-913
125
$287K 0.07%
4,530
-128,376
3 4
5
6 7