GFG

Goldstone Financial Group Portfolio holdings

AUM $757M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.55M
3
+$4.53M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.41M

Top Sells

1
+$11.8M
2
+$8.78M
3
+$1.86M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.54M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$706K

Sector Composition

1 Technology 3.2%
2 Financials 2.32%
3 Consumer Discretionary 1.22%
4 Industrials 0.97%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-36,120
202
– –
-3,899
203
– –
-5,124
204
– –
-8,782
5 6 7 8
9