GFG
Goldstone Financial Group Portfolio holdings
AUM
$757M
This Quarter Return
+7.72%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$757M
AUM Growth
+$757M
(+15%)
Cap. Flow
+$43.5M
Cap. Flow
% of AUM
5.74%
Top 10 Holdings %
Top 10 Hldgs %
39.46%
Holding
216
New
14
Increased
133
Reduced
51
Closed
10
Top Buys
Top Sells
| 1 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$8.07M |
| 2 |
JPMorgan Active Bond ETF
JBND
|
$6.25M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$2.54M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
$2.15M |
| 5 |
Fidelity Total Bond ETF
FBND
|
$2.03M |
Sector Composition
| 1 | Technology | 3.76% |
| 2 | Financials | 2.86% |
| 3 | Consumer Discretionary | 1.32% |
| 4 | Communication Services | 1.17% |
| 5 | Industrials | 1.15% |
