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
$337M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.17M
3
+$976K
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$952K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$923K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$1.02M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.01M
5
HYLD
High Yield ETF
HYLD
+$851K

Sector Composition

1 Technology 2.57%
2 Financials 2.15%
3 Consumer Discretionary 1.2%
4 Consumer Staples 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$258K 0.08%
2,491
-205
127
$258K 0.08%
+3,088
128
$257K 0.08%
11,441
+150
129
$256K 0.08%
3,160
+35
130
$253K 0.08%
3,102
-201
131
$240K 0.07%
3,712
-386
132
$237K 0.07%
8,641
-742
133
$236K 0.07%
7,100
-692
134
$235K 0.07%
2,431
-269
135
$234K 0.07%
1,018
-99
136
$233K 0.07%
10,300
+138
137
$231K 0.07%
7,141
-888
138
$230K 0.07%
18,489
-714
139
$230K 0.07%
4,776
-582
140
$228K 0.07%
6,793
-969
141
$223K 0.07%
1,044
-65
142
$222K 0.07%
2,179
-169
143
$216K 0.06%
5,248
-485
144
$214K 0.06%
7,216
145
$210K 0.06%
2,594
-1,462
146
$209K 0.06%
1,092
+37
147
$208K 0.06%
1,310
-66
148
$201K 0.06%
+3,762
149
$124K 0.04%
21,287
-2,294
150
$96.9K 0.03%
17,880
+129
3 4 5
6
7