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
176
$338K 0.04%
4,041
+510
177
$334K 0.04%
786
-17
178
$314K 0.04%
2,407
+14
179
$312K 0.04%
4,936
+1,379
180
$299K 0.04%
+7,054
181
$290K 0.04%
1,650
182
$280K 0.04%
885
-159
183
$276K 0.04%
2,340
+318
184
$258K 0.03%
+750
185
$252K 0.03%
6,184
186
$248K 0.03%
317
-80
187
$243K 0.03%
1,171
+14
188
$243K 0.03%
2,902
-322
189
$241K 0.03%
539
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190
$241K 0.03%
1,458
+5
191
$232K 0.03%
3,569
-95
192
$228K 0.03%
764
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193
$226K 0.03%
3,140
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194
$225K 0.03%
2,054
-2
195
$224K 0.03%
+728
196
$219K 0.03%
+4,410
197
$215K 0.03%
+4,061
198
$215K 0.03%
+1,556
199
$212K 0.03%
1,998
200
$210K 0.03%
+639
5 6 7
8
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