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
$340M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.3M
3
+$9.61M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.99M
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$5.7M

Top Sells

1
+$7.51M
2
+$7.08M
3
+$6.04M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$5.9M
5
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$5.77M

Sector Composition

1 Technology 2.84%
2 Financials 2.27%
3 Consumer Discretionary 1.44%
4 Consumer Staples 1.37%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.08%
7,792
+966
127
$282K 0.08%
8,444
+23
128
$282K 0.08%
3,303
+325
129
$279K 0.08%
1,117
+278
130
$279K 0.08%
3,125
+36
131
$276K 0.08%
6,018
+1,197
132
$273K 0.08%
3,950
+106
133
$270K 0.08%
11,492
-4,884
134
$269K 0.08%
9,383
+2,296
135
$268K 0.08%
5,358
-1,185
136
$267K 0.08%
+14,259
137
$265K 0.08%
+20,287
138
$264K 0.08%
5,733
+1,181
139
$263K 0.08%
7,762
-1,852
140
$261K 0.08%
4,612
+1,079
141
$258K 0.08%
1,050
+101
142
$258K 0.08%
10,734
+1,010
143
$255K 0.07%
11,291
-8,167
144
$248K 0.07%
1,376
+171
145
$247K 0.07%
3,479
+416
146
$246K 0.07%
1,702
+9
147
$246K 0.07%
3,203
-110
148
$244K 0.07%
2,700
+349
149
$237K 0.07%
2,348
-65
150
$232K 0.07%
5,054
-523
3 4 5
6
7