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
$575M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.55M
3
+$4.53M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.41M

Top Sells

1
+$11.8M
2
+$8.78M
3
+$1.86M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.54M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$706K

Sector Composition

1 Technology 3.2%
2 Financials 2.32%
3 Consumer Discretionary 1.22%
4 Industrials 0.97%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$314K 0.05%
29,730
+2,329
152
$299K 0.05%
31,989
+1,317
153
$297K 0.05%
773
-53
154
$296K 0.05%
1,650
155
$291K 0.05%
2,418
-5,172
156
$288K 0.05%
1,044
-179
157
$275K 0.05%
2,271
+276
158
$270K 0.05%
8,600
-11
159
$267K 0.05%
9,148
-157
160
$266K 0.05%
+7,161
161
$264K 0.05%
+510
162
$260K 0.05%
293
-158
163
$259K 0.05%
9,457
-785
164
$257K 0.04%
+2,346
165
$253K 0.04%
+785
166
$239K 0.04%
4,515
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167
$237K 0.04%
1,172
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168
$236K 0.04%
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169
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+479
170
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2,130
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171
$235K 0.04%
+4,545
172
$235K 0.04%
+3,128
173
$231K 0.04%
2,228
+507
174
$228K 0.04%
+587
175
$228K 0.04%
3,171
-750
5 6
7
8 9