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
$845M
AUM Growth
+$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.64M
3
+$2.76M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.47M
5
NVDA icon
NVIDIA
NVDA
+$2.43M

Top Sells

1
+$8.56M
2
+$3.1M
3
+$2.52M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.83M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.8M

Sector Composition

1 Technology 4.53%
2 Financials 2.72%
3 Communication Services 1.53%
4 Consumer Discretionary 1.43%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TCHP icon
151
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.71B
$619K 0.07%
12,655
-1,081
PRU icon
152
Prudential Financial
PRU
$41.2B
$602K 0.07%
5,806
+745
VLO icon
153
Valero Energy
VLO
$56.9B
$585K 0.07%
3,434
+1
CRTC icon
154
Xtrackers US National Critical Technologies ETF
CRTC
$115M
$579K 0.07%
+15,899
TXN icon
155
Texas Instruments
TXN
$176B
$565K 0.07%
3,076
+378
MDT icon
156
Medtronic
MDT
$127B
$546K 0.06%
5,737
+485
ITW icon
157
Illinois Tool Works
ITW
$75.1B
$536K 0.06%
2,055
+139
OGIG icon
158
ALPS O'Shares Global Internet Giants ETF
OGIG
$135M
$526K 0.06%
9,162
+33
QLD icon
159
ProShares Ultra QQQ
QLD
$10.9B
$495K 0.06%
7,216
PII icon
160
Polaris
PII
$3.97B
$485K 0.06%
8,340
-914
ICE icon
161
Intercontinental Exchange
ICE
$98.6B
$483K 0.06%
2,865
+1,004
RTX icon
162
RTX Corp
RTX
$268B
$475K 0.06%
2,838
+16
VUG icon
163
Vanguard Growth ETF
VUG
$203B
$460K 0.05%
959
-96
XLK icon
164
State Street Technology Select Sector SPDR ETF
XLK
$93.5B
$456K 0.05%
3,234
UBSI icon
165
United Bankshares
UBSI
$5.65B
$443K 0.05%
11,895
+1,107
SRAD icon
166
Sportradar
SRAD
$5.87B
$439K 0.05%
+16,326
KMB icon
167
Kimberly-Clark
KMB
$33.3B
$434K 0.05%
3,491
+413
GLD icon
168
SPDR Gold Trust
GLD
$158B
$427K 0.05%
1,200
+472
TSM icon
169
TSMC
TSM
$1.77T
$425K 0.05%
1,521
+72
ANGL icon
170
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.19B
$423K 0.05%
14,234
-359
TTD icon
171
Trade Desk
TTD
$17.5B
$422K 0.05%
+8,618
MMM icon
172
3M
MMM
$90.9B
$418K 0.05%
2,697
+4
LMBS icon
173
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.75B
$409K 0.05%
8,218
-351
IEFA icon
174
iShares Core MSCI EAFE ETF
IEFA
$170B
$405K 0.05%
4,638
+597
EXC icon
175
Exelon
EXC
$44B
$392K 0.05%
8,701
+52
5 6
7
8 9