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
$661M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$4.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.97M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.68M

Top Sells

1
+$4.18M
2
+$3.41M
3
+$2.16M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.26M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$690K

Sector Composition

1 Technology 3.1%
2 Financials 2.59%
3 Healthcare 1.27%
4 Consumer Discretionary 1.2%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$547K 0.08%
+4,786
127
$546K 0.08%
18,828
+8,152
128
$543K 0.08%
4,873
-273
129
$537K 0.08%
17,086
+7,147
130
$532K 0.08%
13,322
+3,711
131
$528K 0.08%
13,868
-15,334
132
$513K 0.08%
8,540
+2,324
133
$511K 0.08%
1,459
+104
134
$508K 0.08%
42,583
-40
135
$502K 0.08%
3,210
+420
136
$501K 0.08%
5,707
+330
137
$489K 0.07%
4,953
+1,234
138
$486K 0.07%
4,434
+272
139
$478K 0.07%
1,101
140
$477K 0.07%
1,756
+350
141
$452K 0.07%
4,049
+295
142
$450K 0.07%
3,405
-34
143
$427K 0.06%
9,790
+364
144
$416K 0.06%
+16,409
145
$415K 0.06%
837
+324
146
$405K 0.06%
2,253
+62
147
$397K 0.06%
8,607
-181
148
$395K 0.06%
+2,692
149
$394K 0.06%
775
+214
150
$389K 0.06%
1,272
+386
4 5
6
7 8