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
$387M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.68M
3
+$7.06M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.94M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.7M

Top Sells

1
+$11M
2
+$8.13M
3
+$5.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.31M

Sector Composition

1 Technology 2.61%
2 Financials 2.13%
3 Consumer Discretionary 1.23%
4 Consumer Staples 1.09%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.07%
7,589
+448
127
$286K 0.07%
4,076
+364
128
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5,455
+207
129
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130
$274K 0.07%
7,216
131
$274K 0.07%
4,141
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132
$271K 0.07%
9,430
+2,330
133
$271K 0.07%
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134
$258K 0.07%
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135
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20,829
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136
$253K 0.07%
11,126
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137
$253K 0.07%
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-140
138
$251K 0.06%
5,160
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139
$250K 0.06%
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140
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2,433
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145
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146
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147
$231K 0.06%
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148
$231K 0.06%
7,147
-25,223
149
$228K 0.06%
2,258
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150
$227K 0.06%
943
-101
3 4 5
6
7