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
$575M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.55M
3
+$4.53M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.41M

Top Sells

1
+$11.8M
2
+$8.78M
3
+$1.86M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.54M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$706K

Sector Composition

1 Technology 3.2%
2 Financials 2.32%
3 Consumer Discretionary 1.22%
4 Industrials 0.97%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$450K 0.08%
2,178
-202
127
$450K 0.08%
14,860
-2,184
128
$449K 0.08%
9,999
-185
129
$444K 0.08%
3,912
-90
130
$433K 0.08%
610
+88
131
$427K 0.07%
3,525
+544
132
$425K 0.07%
14,462
-1,732
133
$424K 0.07%
13,034
+3,861
134
$411K 0.07%
1,094
+444
135
$399K 0.07%
1,933
+243
136
$398K 0.07%
6,363
+1,190
137
$393K 0.07%
3,598
+605
138
$385K 0.07%
7,863
+1,408
139
$378K 0.07%
841
140
$375K 0.07%
1,429
+169
141
$369K 0.06%
6,747
+1,735
142
$367K 0.06%
4,543
+649
143
$365K 0.06%
3,797
+60
144
$363K 0.06%
3,608
145
$356K 0.06%
3,925
-5,595
146
$356K 0.06%
1,575
+150
147
$350K 0.06%
3,182
+12
148
$341K 0.06%
1,028
+216
149
$337K 0.06%
1,225
-22
150
$329K 0.06%
4,983
+889
4 5
6
7 8