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
$757M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$12.7M
3 +$3.58M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$2.82M

Top Sells

1 +$8.07M
2 +$6.25M
3 +$2.54M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.15M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.03M

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
IWF icon
126
iShares Russell 1000 Growth ETF
IWF
$122B
$734K 0.1%
1,713
-7
GOOG icon
127
Alphabet (Google) Class C
GOOG
$3.05T
$704K 0.09%
3,900
+690
V icon
128
Visa
V
$651B
$698K 0.09%
1,946
+487
ETN icon
129
Eaton
ETN
$146B
$697K 0.09%
1,925
+169
MET icon
130
MetLife
MET
$51.8B
$692K 0.09%
8,577
+1,581
MGV icon
131
Vanguard Mega Cap Value ETF
MGV
$10.1B
$678K 0.09%
5,082
+295
AMAT icon
132
Applied Materials
AMAT
$181B
$674K 0.09%
3,529
+955
CL icon
133
Colgate-Palmolive
CL
$63.1B
$665K 0.09%
7,165
+938
DYNF icon
134
BlackRock US Equity Factor Rotation ETF
DYNF
$25.7B
$654K 0.09%
+11,878
SO icon
135
Southern Company
SO
$108B
$654K 0.09%
7,145
+738
CRWD icon
136
CrowdStrike
CRWD
$121B
$651K 0.09%
1,267
+245
VZ icon
137
Verizon
VZ
$170B
$642K 0.08%
14,750
+1,655
ISRG icon
138
Intuitive Surgical
ISRG
$156B
$641K 0.08%
1,177
+340
PFE icon
139
Pfizer
PFE
$138B
$641K 0.08%
25,241
+8,832
MU icon
140
Micron Technology
MU
$227B
$633K 0.08%
5,180
+1,731
TCHP icon
141
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.57B
$627K 0.08%
13,736
-132
MO icon
142
Altria Group
MO
$108B
$608K 0.08%
10,185
+1,645
WMT icon
143
Walmart
WMT
$849B
$605K 0.08%
6,150
+443
NWG icon
144
NatWest
NWG
$58.5B
$595K 0.08%
44,266
+1,683
TT icon
145
Trane Technologies
TT
$92.5B
$588K 0.08%
1,345
+311
TXN icon
146
Texas Instruments
TXN
$160B
$583K 0.08%
2,698
+445
UBER icon
147
Uber
UBER
$193B
$579K 0.08%
6,186
+1,214
SPGI icon
148
S&P Global
SPGI
$144B
$575K 0.08%
1,085
+310
ADP icon
149
Automatic Data Processing
ADP
$113B
$570K 0.08%
1,843
+571
CASY icon
150
Casey's General Stores
CASY
$20.9B
$569K 0.08%
1,101