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
$638M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.66M
3
+$3.79M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.58M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.53M

Top Sells

1
+$10.8M
2
+$2.37M
3
+$1.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.1M

Sector Composition

1 Technology 3.22%
2 Financials 2.45%
3 Consumer Discretionary 1.34%
4 Communication Services 0.95%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$379K 0.06%
1,677
-501
152
$371K 0.06%
803
-38
153
$368K 0.06%
+9,939
154
$366K 0.06%
1,576
+1
155
$339K 0.05%
1,650
156
$332K 0.05%
+2,531
157
$331K 0.05%
8,788
-3,402
158
$330K 0.05%
+10,676
159
$325K 0.05%
+6,216
160
$324K 0.05%
420
+127
161
$319K 0.05%
864
+277
162
$309K 0.05%
1,044
163
$304K 0.05%
8,169
+1,885
164
$303K 0.05%
+4,317
165
$301K 0.05%
2,600
+329
166
$299K 0.05%
2,418
167
$296K 0.05%
7,874
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168
$295K 0.05%
2,549
-20,521
169
$294K 0.05%
1,809
+637
170
$286K 0.04%
+23,459
171
$279K 0.04%
561
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172
$273K 0.04%
4,824
+279
173
$269K 0.04%
2,835
-1,090
174
$268K 0.04%
513
+34
175
$259K 0.04%
886
+76
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