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
$499M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.33M
3
+$3.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$1.86M

Top Sells

1
+$2.42M
2
+$1.65M
3
+$1.5M
4
RINC
AXS Real Estate Income ETF
RINC
+$1.41M
5
COST icon
Costco
COST
+$1,000K

Sector Composition

1 Technology 3.14%
2 Financials 2.1%
3 Consumer Discretionary 1.31%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$602K 0.12%
+19,818
102
$593K 0.12%
27,477
-5,368
103
$569K 0.11%
3,635
+968
104
$537K 0.11%
28,080
+4,900
105
$533K 0.11%
3,403
-32
106
$508K 0.1%
2,380
+41
107
$506K 0.1%
17,127
+9,339
108
$506K 0.1%
17,044
+1,391
109
$504K 0.1%
593
-1,176
110
$502K 0.1%
2,735
+211
111
$501K 0.1%
12,597
+728
112
$496K 0.1%
4,002
+95
113
$482K 0.1%
+11,360
114
$468K 0.09%
4,824
+355
115
$458K 0.09%
16,194
-10,346
116
$443K 0.09%
+979
117
$420K 0.08%
10,184
+2,322
118
$415K 0.08%
4,636
-20
119
$413K 0.08%
8,694
+1,425
120
$411K 0.08%
1,235
-109
121
$411K 0.08%
+11,882
122
$408K 0.08%
451
+88
123
$408K 0.08%
3,834
+571
124
$403K 0.08%
5,200
+910
125
$402K 0.08%
4,136
+640
3 4
5
6 7