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
$387M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.68M
3
+$7.06M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.94M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.7M

Top Sells

1
+$11M
2
+$8.13M
3
+$5.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.31M

Sector Composition

1 Technology 2.61%
2 Financials 2.13%
3 Consumer Discretionary 1.23%
4 Consumer Staples 1.09%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.06%
+632
152
$211K 0.05%
+1,998
153
$210K 0.05%
+3,830
154
$206K 0.05%
+353
155
$206K 0.05%
3,915
+153
156
$203K 0.05%
+4,704
157
$202K 0.05%
2,291
-6,661
158
$153K 0.04%
27,229
+5,942
159
$109K 0.03%
+13,950
160
$103K 0.03%
18,247
+367
161
– –
-13,146
162
– –
-35,338
163
– –
-51,834
164
– –
-2,594
165
– –
-23,793
166
– –
-3,767
167
– –
-11,825
168
– –
-29,205
169
– –
-6,793
170
– –
-18,410
3 4 5 6
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