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
$638M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.66M
3
+$3.79M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.58M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.53M

Top Sells

1
+$10.8M
2
+$2.37M
3
+$1.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.1M

Sector Composition

1 Technology 3.22%
2 Financials 2.45%
3 Consumer Discretionary 1.34%
4 Communication Services 0.95%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$762K 0.12%
3,408
-551
102
$741K 0.12%
5,896
+1,232
103
$741K 0.12%
2,042
+460
104
$728K 0.11%
817
+207
105
$721K 0.11%
4,977
+870
106
$707K 0.11%
23,693
+2,972
107
$692K 0.11%
1,780
+383
108
$689K 0.11%
5,513
+12
109
$680K 0.11%
19,644
+13,413
110
$625K 0.1%
10,561
+288
111
$625K 0.1%
23,463
+14,315
112
$618K 0.1%
19,659
+895
113
$615K 0.1%
5,852
+1,304
114
$591K 0.09%
1,169
+203
115
$574K 0.09%
8,161
+1,798
116
$565K 0.09%
6,210
+781
117
$560K 0.09%
7,489
-145,035
118
$557K 0.09%
6,799
+898
119
$551K 0.09%
2,504
+82
120
$546K 0.09%
596
+51
121
$540K 0.08%
8,517
+5,092
122
$534K 0.08%
1,302
+529
123
$531K 0.08%
2,790
+35
124
$531K 0.08%
6,447
+469
125
$516K 0.08%
4,162
+564
3 4
5
6 7