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
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$17.3M
3
+$17.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$13.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.52%
2 Financials 1.94%
3 Consumer Staples 1.62%
4 Healthcare 1.38%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$260K 0.09%
+5,577
127
$258K 0.09%
+3,707
128
$256K 0.08%
+2,463
129
$252K 0.08%
+11,364
130
$240K 0.08%
+3,063
131
$237K 0.08%
+9,724
132
$230K 0.08%
+4,475
133
$227K 0.07%
+657
134
$224K 0.07%
+1,205
135
$223K 0.07%
+4,821
136
$222K 0.07%
+2,413
137
$220K 0.07%
+2,661
138
$218K 0.07%
+3,636
139
$217K 0.07%
+949
140
$215K 0.07%
+5,319
141
$213K 0.07%
+4,552
142
$213K 0.07%
+4,358
143
$211K 0.07%
+994
144
$211K 0.07%
+5,661
145
$208K 0.07%
+1,693
146
$205K 0.07%
+2,351
147
$205K 0.07%
+3,533
148
$205K 0.07%
+3,658
149
$204K 0.07%
+839
150
$203K 0.07%
+7,087
3 4 5
6
7