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
$638M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.66M
3
+$3.79M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.58M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.53M

Top Sells

1
+$10.8M
2
+$2.37M
3
+$1.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.1M

Sector Composition

1 Technology 3.22%
2 Financials 2.45%
3 Consumer Discretionary 1.34%
4 Communication Services 0.95%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$513K 0.08%
17,174
+2,314
127
$501K 0.08%
5,146
+832
128
$500K 0.08%
9,218
+4,703
129
$486K 0.08%
5,377
+834
130
$475K 0.07%
11,875
+1,876
131
$467K 0.07%
1,406
+378
132
$449K 0.07%
+4,177
133
$445K 0.07%
3,754
+229
134
$436K 0.07%
1,101
+7
135
$434K 0.07%
9,426
-1,718
136
$433K 0.07%
42,623
+10,634
137
$428K 0.07%
1,355
+130
138
$422K 0.07%
3,439
+36
139
$420K 0.07%
+4,497
140
$414K 0.06%
3,719
-78
141
$411K 0.06%
4,129
+217
142
$411K 0.06%
2,191
+258
143
$407K 0.06%
14,196
-266
144
$406K 0.06%
+8,589
145
$403K 0.06%
9,611
+1,748
146
$394K 0.06%
8,158
-1,821
147
$394K 0.06%
+14,678
148
$391K 0.06%
3,608
149
$384K 0.06%
1,516
+87
150
$383K 0.06%
+7,668
4 5
6
7 8