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
$575M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.55M
3
+$4.53M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.41M

Top Sells

1
+$11.8M
2
+$8.78M
3
+$1.86M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.54M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$706K

Sector Composition

1 Technology 3.2%
2 Financials 2.32%
3 Consumer Discretionary 1.22%
4 Industrials 0.97%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$638K 0.11%
20,721
+903
102
$619K 0.11%
1,582
+347
103
$615K 0.11%
15,492
+2,895
104
$605K 0.11%
4,107
+472
105
$569K 0.1%
18,764
+1,637
106
$568K 0.1%
+7,919
107
$566K 0.1%
1,397
+240
108
$565K 0.1%
966
+207
109
$564K 0.1%
5,429
+605
110
$547K 0.1%
10,273
+1,579
111
$540K 0.09%
4,548
-88
112
$539K 0.09%
5,978
+778
113
$538K 0.09%
1,086
+107
114
$535K 0.09%
2,422
+1,201
115
$510K 0.09%
+2,468
116
$507K 0.09%
+13,368
117
$505K 0.09%
+9,979
118
$496K 0.09%
4,314
+480
119
$494K 0.09%
12,190
+308
120
$487K 0.08%
5,901
+979
121
$486K 0.08%
4,664
+528
122
$483K 0.08%
545
-48
123
$466K 0.08%
11,144
-6,282
124
$461K 0.08%
2,755
+20
125
$460K 0.08%
3,403
3 4
5
6 7