GFG

Goldstone Financial Group Portfolio holdings

AUM $897M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$12.7M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.91M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$2.68M

Top Sells

1
+$8.07M
2
+$6.22M
3
+$2.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.02M

Sector Composition

1 Technology 3.76%
2 Financials 2.86%
3 Consumer Discretionary 1.32%
4 Communication Services 1.17%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$940K 0.12%
12,379
+1,440
102
$928K 0.12%
3,045
103
$925K 0.12%
21,265
-31,109
104
$921K 0.12%
22,244
+228
105
$917K 0.12%
8,910
+2,679
106
$912K 0.12%
31,287
-34,723
107
$902K 0.12%
1,950
+9
108
$886K 0.12%
46,345
+620
109
$883K 0.12%
9,956
+1,063
110
$870K 0.11%
64,462
-507
111
$862K 0.11%
14,823
+581
112
$844K 0.11%
7,522
-379
113
$835K 0.11%
3,868
+2,238
114
$833K 0.11%
20,158
+3,072
115
$814K 0.11%
6,565
+1,612
116
$813K 0.11%
24,386
+388
117
$809K 0.11%
19,560
-1,036
118
$801K 0.11%
13,893
+10,158
119
$780K 0.1%
11,250
+1,405
120
$762K 0.1%
6,251
+1,378
121
$760K 0.1%
5,122
-3,322
122
$759K 0.1%
2,600
+194
123
$757K 0.1%
21,982
-377
124
$739K 0.1%
22,760
+3,932
125
$734K 0.1%
5,253
+819
3 4
5
6 7