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
$499M
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.33M
3
+$3.08M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.36M
5
TFLR icon
T. Rowe Price Floating Rate ETF
TFLR
+$1.86M

Top Sells

1
+$2.42M
2
+$1.65M
3
+$1.5M
4
RINC
AXS Real Estate Income ETF
RINC
+$1.41M
5
COST icon
Costco
COST
+$1,000K

Sector Composition

1 Technology 3.14%
2 Financials 2.1%
3 Consumer Discretionary 1.31%
4 Healthcare 0.95%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$267K 0.05%
4,954
-1,682
152
$266K 0.05%
5,012
+971
153
$264K 0.05%
3,894
+67
154
$261K 0.05%
9,173
+1,644
155
$255K 0.05%
812
-135
156
$253K 0.05%
3,170
+55
157
$250K 0.05%
3,921
+74
158
$249K 0.05%
1,057
-32
159
$248K 0.05%
650
160
$247K 0.05%
+9,305
161
$246K 0.05%
30,672
+1,142
162
$246K 0.05%
+1,650
163
$243K 0.05%
2,275
-78
164
$241K 0.05%
23,197
165
$234K 0.05%
+5,124
166
$232K 0.05%
3,899
+431
167
$226K 0.05%
+1,721
168
$219K 0.04%
+571
169
$218K 0.04%
+8,782
170
$216K 0.04%
+3,665
171
$211K 0.04%
1,221
+149
172
$209K 0.04%
1,998
173
$208K 0.04%
3,968
-65
174
$208K 0.04%
1,144
+35
175
$202K 0.04%
+6,295
4 5 6
7
8