GFG
Goldstone Financial Group Portfolio holdings
AUM
$757M
This Quarter Return
-1.91%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$661M
AUM Growth
+$661M
(+3.5%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
5.75%
Top 10 Holdings %
Top 10 Hldgs %
38.92%
Holding
219
New
20
Increased
116
Reduced
59
Closed
17
Top Buys
| 1 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$7.17M |
| 2 |
Vanguard Value ETF
VTV
|
$6.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$4.81M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.97M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$2.68M |
Top Sells
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Financials | 2.59% |
| 3 | Healthcare | 1.27% |
| 4 | Consumer Discretionary | 1.2% |
| 5 | Communication Services | 0.97% |
