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
176
$227K 0.04%
1,383
-321
177
$224K 0.04%
+810
178
$223K 0.04%
+215
179
$219K 0.04%
6,284
-2,033
180
$218K 0.04%
+3,247
181
$217K 0.04%
+1,332
182
$217K 0.04%
+1,008
183
$214K 0.04%
764
+193
184
$212K 0.04%
3,777
-1,177
185
$212K 0.04%
+9,285
186
$212K 0.04%
1,998
187
$208K 0.04%
+3,345
188
$207K 0.04%
+5,879
189
$203K 0.04%
+751
190
$203K 0.04%
+3,425
191
$202K 0.04%
7,936
-461,782
192
$202K 0.04%
6,231
-64
193
$124K 0.02%
13,803
-254
194
– –
-8,782
195
– –
-5,124
196
– –
-3,899
197
– –
-36,120
198
– –
-1,022
199
– –
-3,896
200
– –
-8,883
5 6 7
8
9