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
FAF icon
201
First American
FAF
$6.58B
$276K 0.03%
4,582
-1,111
IWB icon
202
iShares Russell 1000 ETF
IWB
$49.1B
$273K 0.03%
765
+15
FIXD icon
203
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.3B
$270K 0.03%
6,189
-535
CGGR icon
204
Capital Group Growth ETF
CGGR
$24.5B
$252K 0.03%
6,274
ASML icon
205
ASML
ASML
$629B
$251K 0.03%
190
-9
SJNK icon
206
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$250K 0.03%
+9,998
TTD icon
207
Trade Desk
TTD
$10.9B
$242K 0.03%
10,670
+1,078
ALL icon
208
Allstate
ALL
$53.3B
$236K 0.03%
1,137
+4
AXP icon
209
American Express
AXP
$214B
$233K 0.03%
771
-42
FLOT icon
210
iShares Floating Rate Bond ETF
FLOT
$9.49B
$223K 0.02%
+4,381
TIP icon
211
iShares TIPS Bond ETF
TIP
$15B
$220K 0.02%
1,996
-3
USFR icon
212
WisdomTree Floating Rate Treasury Fund
USFR
$17B
$218K 0.02%
4,337
-831
PLTR icon
213
Palantir
PLTR
$387B
$216K 0.02%
1,474
+232
LOW icon
214
Lowe's Companies
LOW
$117B
$215K 0.02%
911
+13
SUB icon
215
iShares Short-Term National Muni Bond ETF
SUB
$11.2B
$213K 0.02%
2,004
+6
PM icon
216
Philip Morris
PM
$270B
$213K 0.02%
+1,290
ADSK icon
217
Autodesk
ADSK
$52.4B
$212K 0.02%
885
KO icon
218
Coca-Cola
KO
$339B
$211K 0.02%
+2,774
GWW icon
219
W.W. Grainger
GWW
$58.7B
$209K 0.02%
+192
DBGI
220
Digital Brands Group
DBGI
$13.3M
$208K 0.02%
115,370
+70,581
COF icon
221
Capital One
COF
$115B
$206K 0.02%
1,129
-435
BP icon
222
BP
BP
$111B
$206K 0.02%
+4,376
SKBL
223
Skyline Builders Group
SKBL
$82.5M
$94.2K 0.01%
+30,487
ACHV icon
224
Achieve Life Sciences
ACHV
$548M
$71K 0.01%
24,163
MPT
225
Medical Properties Trust
MPT
$3B
$53.1K 0.01%
11,459
+188
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