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
$661M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$4.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.97M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.68M

Top Sells

1
+$4.18M
2
+$3.41M
3
+$2.16M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.26M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$690K

Sector Composition

1 Technology 3.1%
2 Financials 2.59%
3 Healthcare 1.27%
4 Consumer Discretionary 1.2%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$848K 0.13%
2,573
+531
102
$834K 0.13%
50,141
-6,649
103
$826K 0.13%
22,016
+177
104
$814K 0.12%
16,997
+8,408
105
$789K 0.12%
5,263
+55
106
$788K 0.12%
4,706
-1,032
107
$786K 0.12%
5,623
+151
108
$759K 0.11%
14,242
+5,024
109
$719K 0.11%
1,317
-53
110
$717K 0.11%
23,998
+4,339
111
$708K 0.11%
6,064
+168
112
$703K 0.11%
22,359
-1,334
113
$693K 0.1%
3,437
+29
114
$689K 0.1%
10,939
+2,422
115
$682K 0.1%
22,651
+5,477
116
$649K 0.1%
+6,231
117
$631K 0.1%
8,893
+732
118
$621K 0.09%
1,720
-830
119
$617K 0.09%
4,787
-726
120
$608K 0.09%
9,845
-716
121
$598K 0.09%
2,406
-98
122
$594K 0.09%
13,095
+1,220
123
$589K 0.09%
6,407
-40
124
$584K 0.09%
6,227
+17
125
$562K 0.09%
6,996
+197
3 4
5
6 7