GFG

Goldstone Financial Group Portfolio holdings

AUM $897M
1-Year Est. Return 14.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$757M
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$12.7M
3
+$3.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.91M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$2.68M

Top Sells

1
+$8.07M
2
+$6.22M
3
+$2.5M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.14M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.02M

Sector Composition

1 Technology 3.76%
2 Financials 2.86%
3 Consumer Discretionary 1.32%
4 Communication Services 1.17%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$552K 0.07%
5,061
+1,012
152
$538K 0.07%
1,826
+577
153
$496K 0.07%
3,433
+28
154
$495K 0.07%
1,916
+360
155
$490K 0.06%
9,129
-661
156
$482K 0.06%
2,436
+1,320
157
$482K 0.06%
10,267
+5,781
158
$467K 0.06%
1,055
+95
159
$464K 0.06%
5,252
+2,057
160
$461K 0.06%
6,384
+1,598
161
$431K 0.06%
7,216
162
$430K 0.06%
+9,254
163
$429K 0.06%
11,411
+3,862
164
$426K 0.06%
14,593
+1,306
165
$422K 0.06%
8,569
+3,032
166
$416K 0.05%
3,234
+84
167
$414K 0.05%
10,788
+1,776
168
$412K 0.05%
2,693
+1
169
$411K 0.05%
2,822
-7
170
$407K 0.05%
3,078
+524
171
$392K 0.05%
1,632
-33
172
$373K 0.05%
8,649
+42
173
$341K 0.05%
1,861
+607
174
$340K 0.04%
+1,449
175
$340K 0.04%
4,197
-15
5 6
7
8 9