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
$661M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$4.81M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.97M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.68M

Top Sells

1
+$4.18M
2
+$3.41M
3
+$2.16M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$1.26M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$690K

Sector Composition

1 Technology 3.1%
2 Financials 2.59%
3 Healthcare 1.27%
4 Consumer Discretionary 1.2%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$386K 0.06%
1,556
+40
152
$383K 0.06%
13,287
-909
153
$378K 0.06%
4,212
+83
154
$375K 0.06%
2,829
+229
155
$374K 0.06%
2,574
+765
156
$364K 0.06%
1,650
157
$363K 0.06%
2,554
+23
158
$362K 0.05%
4,972
+1,308
159
$360K 0.05%
1,022
+306
160
$356K 0.05%
960
-342
161
$353K 0.05%
1,665
-12
162
$351K 0.05%
803
163
$348K 0.05%
1,034
+170
164
$340K 0.05%
1,249
+460
165
$328K 0.05%
397
-23
166
$325K 0.05%
1,575
-1
167
$321K 0.05%
7,216
168
$317K 0.05%
9,367
+606
169
$312K 0.05%
9,012
+1,138
170
$300K 0.05%
3,449
+619
171
$297K 0.04%
5,463
+2,758
172
$287K 0.04%
+3,195
173
$278K 0.04%
+1,630
174
$274K 0.04%
4,486
-338
175
$273K 0.04%
1,044
5 6
7
8 9