GFG

Goldstone Financial Group Portfolio holdings

AUM $897M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$12.7M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.91M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$2.68M

Top Sells

1
+$8.07M
2
+$6.22M
3
+$2.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.02M

Sector Composition

1 Technology 3.76%
2 Financials 2.86%
3 Consumer Discretionary 1.32%
4 Communication Services 1.17%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$734K 0.1%
1,713
-7
127
$704K 0.09%
3,900
+690
128
$698K 0.09%
1,946
+487
129
$697K 0.09%
1,925
+169
130
$692K 0.09%
8,577
+1,581
131
$678K 0.09%
5,082
+295
132
$674K 0.09%
3,529
+955
133
$665K 0.09%
7,165
+938
134
$654K 0.09%
+11,878
135
$654K 0.09%
7,145
+738
136
$651K 0.09%
1,267
+245
137
$642K 0.08%
14,750
+1,655
138
$641K 0.08%
1,177
+340
139
$641K 0.08%
25,241
+8,832
140
$633K 0.08%
5,180
+1,731
141
$627K 0.08%
13,736
-132
142
$608K 0.08%
10,185
+1,645
143
$605K 0.08%
6,150
+443
144
$595K 0.08%
44,266
+1,683
145
$588K 0.08%
1,345
+311
146
$583K 0.08%
2,698
+445
147
$579K 0.08%
6,186
+1,214
148
$575K 0.08%
1,085
+310
149
$570K 0.08%
1,843
+571
150
$569K 0.08%
1,101
4 5
6
7 8