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
176
$272K 0.04%
2,393
-25
177
$272K 0.04%
+5,537
178
$267K 0.04%
3,531
-786
179
$259K 0.04%
+1,622
180
$242K 0.04%
+3,303
181
$239K 0.04%
+769
182
$239K 0.04%
2,022
-527
183
$238K 0.04%
2,576
-259
184
$233K 0.04%
3,557
+293
185
$231K 0.04%
3,224
+1
186
$231K 0.04%
+7,549
187
$231K 0.04%
1,116
+5
188
$230K 0.03%
11,376
+298
189
$228K 0.03%
2,056
-12
190
$224K 0.03%
+1,157
191
$223K 0.03%
532
-3
192
$217K 0.03%
+2,211
193
$217K 0.03%
+3,735
194
$216K 0.03%
+1,254
195
$212K 0.03%
6,184
-1,985
196
$211K 0.03%
1,998
197
$206K 0.03%
+882
198
$206K 0.03%
+2,870
199
$204K 0.03%
3,664
+243
200
$200K 0.03%
+1,453
5 6 7
8
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