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
176
$259K 0.04%
8,761
+161
177
$253K 0.04%
+757
178
$248K 0.04%
+3,134
179
$245K 0.04%
716
-48
180
$244K 0.04%
+13,176
181
$243K 0.04%
2,068
-278
182
$238K 0.04%
2,830
+602
183
$230K 0.04%
2,705
-542
184
$229K 0.04%
+1,744
185
$228K 0.04%
+535
186
$227K 0.04%
215
187
$226K 0.04%
+3,223
188
$225K 0.04%
11,078
+1,793
189
$221K 0.03%
3,664
+536
190
$220K 0.03%
2,068
-62
191
$219K 0.03%
1,349
+17
192
$217K 0.03%
1,797
+414
193
$214K 0.03%
+1,111
194
$211K 0.03%
1,998
195
$208K 0.03%
+789
196
$206K 0.03%
3,421
-356
197
$204K 0.03%
+3,264
198
$181K 0.03%
18,732
-4,465
199
$129K 0.02%
13,803
200
– –
-3,345
5 6 7
8
9