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
$897M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.95M
3
+$1.67M
4
VTV icon
Vanguard Value ETF
VTV
+$1.55M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.47M

Top Sells

1
+$666K
2
+$662K
3
+$549K
4
QLD icon
ProShares Ultra QQQ
QLD
+$495K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$365K

Sector Composition

1 Technology 4.65%
2 Financials 2.78%
3 Communication Services 1.6%
4 Consumer Discretionary 1.47%
5 Industrials 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TCHP icon
151
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.78B
$608K 0.07%
12,194
-461
TXN icon
152
Texas Instruments
TXN
$190B
$593K 0.07%
3,416
+340
MDT icon
153
Medtronic
MDT
$126B
$589K 0.07%
6,128
+391
ITW icon
154
Illinois Tool Works
ITW
$83.9B
$578K 0.06%
2,345
+290
DBGI
155
Digital Brands Group
DBGI
$30.4M
$568K 0.06%
44,789
+2,400
VLO icon
156
Valero Energy
VLO
$65.5B
$562K 0.06%
3,450
+16
PII icon
157
Polaris
PII
$3.34B
$543K 0.06%
8,585
+245
RTX icon
158
RTX Corp
RTX
$285B
$525K 0.06%
2,863
+25
SLV icon
159
iShares Silver Trust
SLV
$46.5B
$525K 0.06%
8,149
-46
ICE icon
160
Intercontinental Exchange
ICE
$93.6B
$514K 0.06%
3,175
+310
UBSI icon
161
United Bankshares
UBSI
$5.83B
$497K 0.06%
12,954
+1,059
TSM icon
162
TSMC
TSM
$1.91T
$494K 0.06%
1,624
+103
XLK icon
163
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
$483K 0.05%
3,355
+121
LMBS icon
164
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.99B
$481K 0.05%
9,625
+1,407
TQQQ icon
165
ProShares UltraPro QQQ
TQQQ
$27.4B
$481K 0.05%
9,124
+2,756
GLD icon
166
SPDR Gold Trust
GLD
$188B
$475K 0.05%
1,199
-1
VUG icon
167
Vanguard Growth ETF
VUG
$195B
$468K 0.05%
959
MRK icon
168
Merck
MRK
$300B
$468K 0.05%
4,443
+270
HIMS icon
169
Hims & Hers Health
HIMS
$3.76B
$462K 0.05%
14,238
+2,725
IEI icon
170
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$444K 0.05%
3,724
+735
SRAD icon
171
Sportradar
SRAD
$5.79B
$441K 0.05%
18,547
+2,221
MMM icon
172
3M
MMM
$85B
$424K 0.05%
2,647
-50
KMB icon
173
Kimberly-Clark
KMB
$36.4B
$422K 0.05%
4,187
+696
SHY icon
174
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$403K 0.04%
4,866
+1,030
LLY icon
175
Eli Lilly
LLY
$960B
$397K 0.04%
370
+49
5 6
7
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