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
$499M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.33M
3
+$3.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$1.86M

Top Sells

1
+$2.42M
2
+$1.65M
3
+$1.5M
4
RINC
AXS Real Estate Income ETF
RINC
+$1.41M
5
COST icon
Costco
COST
+$1,000K

Sector Composition

1 Technology 3.14%
2 Financials 2.1%
3 Consumer Discretionary 1.31%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.08%
1,157
+524
127
$386K 0.08%
+759
128
$371K 0.07%
3,737
+220
129
$360K 0.07%
7,216
130
$352K 0.07%
5,220
+1,130
131
$349K 0.07%
2,981
-106
132
$345K 0.07%
4,922
+600
133
$344K 0.07%
27,401
+5,791
134
$330K 0.07%
2,993
+462
135
$329K 0.07%
1,690
+193
136
$328K 0.07%
5,173
-457
137
$327K 0.07%
1,247
+302
138
$325K 0.07%
841
+17
139
$322K 0.06%
1,425
+12
140
$311K 0.06%
+8,611
141
$309K 0.06%
+826
142
$303K 0.06%
+3,896
143
$303K 0.06%
1,223
-483
144
$299K 0.06%
1,260
+158
145
$295K 0.06%
4,094
+843
146
$292K 0.06%
6,455
+1,308
147
$276K 0.06%
+1,704
148
$275K 0.06%
8,883
+1,868
149
$274K 0.05%
8,317
-14,046
150
$268K 0.05%
+10,242
4 5
6
7 8