GFG

Goldstone Financial Group Portfolio holdings

AUM $922M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$922M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$8.59M
3
+$8.51M
4
IOO icon
iShares Global 100 ETF
IOO
+$8.46M
5
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$8.43M

Top Sells

1
+$7.09M
2
+$6.07M
3
+$4.26M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$3.54M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$3.49M

Sector Composition

1 Technology 4.83%
2 Financials 2.25%
3 Communication Services 1.41%
4 Consumer Discretionary 1.24%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
176
Medtronic
MDT
$95.3B
$436K 0.05%
5,035
-1,093
EXC icon
177
Exelon
EXC
$45.8B
$433K 0.05%
8,825
+80
UBSI icon
178
United Bankshares
UBSI
$5.88B
$424K 0.05%
10,248
-2,706
LLY icon
179
Eli Lilly
LLY
$963B
$423K 0.05%
460
+90
XLK icon
180
State Street Technology Select Sector SPDR ETF
XLK
$128B
$416K 0.05%
3,129
-226
IEI icon
181
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$395K 0.04%
3,333
-391
PII icon
182
Polaris
PII
$3.89B
$388K 0.04%
7,117
-1,468
MMM icon
183
3M
MMM
$78.7B
$384K 0.04%
2,647
HON icon
184
Honeywell
HON
$149B
$383K 0.04%
1,692
+13
CVX icon
185
Chevron
CVX
$371B
$378K 0.04%
1,826
-3,485
VIG icon
186
Vanguard Dividend Appreciation ETF
VIG
$108B
$376K 0.04%
1,746
+1
MSI icon
187
Motorola Solutions
MSI
$68.2B
$361K 0.04%
832
+43
XMMO icon
188
Invesco S&P MidCap Momentum ETF
XMMO
$7.4B
$336K 0.04%
2,314
-14
AMGN icon
189
Amgen
AMGN
$178B
$335K 0.04%
952
+63
SRAD icon
190
Sportradar
SRAD
$4.05B
$323K 0.04%
19,324
+777
KMB icon
191
Kimberly-Clark
KMB
$32.5B
$319K 0.03%
3,307
-880
CAH icon
192
Cardinal Health
CAH
$45.7B
$311K 0.03%
1,471
+4
AMD icon
193
Advanced Micro Devices
AMD
$837B
$301K 0.03%
1,479
-66
JAAA icon
194
Janus Henderson AAA CLO ETF
JAAA
$27.3B
$299K 0.03%
5,930
+923
HIMS icon
195
Hims & Hers Health
HIMS
$6.45B
$296K 0.03%
14,252
+14
DIA icon
196
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.8B
$295K 0.03%
637
JNJ icon
197
Johnson & Johnson
JNJ
$537B
$293K 0.03%
1,198
+34
SPMO icon
198
Invesco S&P 500 Momentum ETF
SPMO
$20.2B
$284K 0.03%
2,537
TQQQ icon
199
ProShares UltraPro QQQ
TQQQ
$40.7B
$282K 0.03%
6,765
-2,359
ICLO icon
200
Invesco AAA CLO Floating Rate Note ETF
ICLO
$467M
$280K 0.03%
10,991
+763
6 7
8
9 10