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
$436M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.65M
3
+$1.62M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.12M

Top Sells

1
+$908K
2
+$812K
3
+$634K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$611K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$457K

Sector Composition

1 Technology 2.59%
2 Financials 2.25%
3 Consumer Staples 1.24%
4 Consumer Discretionary 1.08%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.07%
4,290
+214
127
$306K 0.07%
14,101
128
$305K 0.07%
3,115
+27
129
$296K 0.07%
947
+4
130
$296K 0.07%
1,102
+52
131
$294K 0.07%
1,413
+189
132
$293K 0.07%
824
133
$287K 0.07%
2,531
+98
134
$287K 0.07%
21,610
+781
135
$282K 0.06%
363
+10
136
$274K 0.06%
3,922
+374
137
$264K 0.06%
945
-4
138
$261K 0.06%
1,497
+102
139
$254K 0.06%
4,244
+488
140
$253K 0.06%
2,353
+2
141
$248K 0.06%
4,090
-1,070
142
$243K 0.06%
4,190
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143
$243K 0.06%
633
+1
144
$240K 0.06%
+1,301
145
$235K 0.05%
+3,847
146
$234K 0.05%
8,445
-985
147
$234K 0.05%
4,041
+211
148
$230K 0.05%
3,827
-88
149
$229K 0.05%
5,147
+443
150
$225K 0.05%
+1,089
4 5
6
7 8