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
$845M
AUM Growth
+$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.64M
3
+$2.76M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.47M
5
NVDA icon
NVIDIA
NVDA
+$2.43M

Top Sells

1
+$8.56M
2
+$3.1M
3
+$2.52M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.83M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.8M

Sector Composition

1 Technology 4.53%
2 Financials 2.72%
3 Communication Services 1.53%
4 Consumer Discretionary 1.43%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
126
Uber
UBER
$180B
$833K 0.1%
8,506
+2,320
IDVO icon
127
Amplify International Enhanced Dividend Income ETF
IDVO
$547M
$828K 0.1%
22,211
+229
BUFQ icon
128
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.1B
$824K 0.1%
23,654
-732
CVX icon
129
Chevron
CVX
$305B
$805K 0.1%
5,185
+63
AVIG icon
130
Avantis Core Fixed Income ETF
AVIG
$1.47B
$800K 0.09%
19,023
-537
TT icon
131
Trane Technologies
TT
$90.9B
$796K 0.09%
1,885
+540
IWF icon
132
iShares Russell 1000 Growth ETF
IWF
$125B
$789K 0.09%
1,685
-28
ADP icon
133
Automatic Data Processing
ADP
$103B
$786K 0.09%
2,676
+833
NWG icon
134
NatWest
NWG
$66.8B
$780K 0.09%
55,103
+10,837
ETN icon
135
Eaton
ETN
$132B
$761K 0.09%
2,035
+110
SO icon
136
Southern Company
SO
$98B
$740K 0.09%
7,805
+660
EMR icon
137
Emerson Electric
EMR
$74.1B
$737K 0.09%
5,619
+366
SPGI icon
138
S&P Global
SPGI
$150B
$714K 0.08%
1,466
+381
VZ icon
139
Verizon
VZ
$172B
$711K 0.08%
16,179
+1,429
MO icon
140
Altria Group
MO
$99.3B
$710K 0.08%
10,745
+560
DYNF icon
141
BlackRock US Equity Factor Rotation ETF
DYNF
$29.8B
$697K 0.08%
11,775
-103
V icon
142
Visa
V
$638B
$690K 0.08%
2,020
+74
SPTS icon
143
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
$681K 0.08%
23,215
-8,072
CL icon
144
Colgate-Palmolive
CL
$64.4B
$678K 0.08%
8,484
+1,319
RECS icon
145
Columbia Research Enhanced Core ETF
RECS
$4.5B
$666K 0.08%
+16,494
HIMS icon
146
Hims & Hers Health
HIMS
$8.54B
$653K 0.08%
+11,513
IWC icon
147
iShares Micro-Cap ETF
IWC
$1.04B
$639K 0.08%
+4,289
WMT icon
148
Walmart
WMT
$889B
$639K 0.08%
6,200
+50
MGV icon
149
Vanguard Mega Cap Value ETF
MGV
$10.4B
$637K 0.08%
4,622
-460
CASY icon
150
Casey's General Stores
CASY
$21.2B
$622K 0.07%
1,101
4 5
6
7 8