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
$337M
AUM Growth
-$2.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.17M
3
+$976K
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$952K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$923K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$1.02M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.01M
5
HYLD
High Yield ETF
HYLD
+$851K

Sector Composition

1 Technology 2.57%
2 Financials 2.15%
3 Consumer Discretionary 1.2%
4 Consumer Staples 1.05%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.9M 13.3%
114,236
+1,603
2
$18.5M 5.47%
51,551
-234
3
$12.8M 3.79%
295,387
+3,492
4
$11.6M 3.43%
230,682
+7,100
5
$11.6M 3.42%
153,764
-414
6
$10.7M 3.17%
239,284
+9,438
7
$9.98M 2.96%
72,323
+332
8
$9.72M 2.88%
45,749
-3,195
9
$9.55M 2.83%
92,416
+2,881
10
$9.52M 2.82%
388,782
+5,146
11
$7.83M 2.32%
132,906
+5,288
12
$7.16M 2.12%
170,771
+4,059
13
$6.93M 2.05%
95,782
+2,883
14
$6.42M 1.9%
68,224
+707
15
$6.34M 1.88%
66,834
-66
16
$5.97M 1.77%
239,347
+10,536
17
$5.44M 1.61%
71,784
-13,428
18
$5.23M 1.55%
12,171
+1,097
19
$5.14M 1.52%
117,544
+8,689
20
$4.22M 1.25%
9,865
+29
21
$4.13M 1.23%
69,734
+4,672
22
$3.83M 1.14%
162,504
+15,945
23
$3.83M 1.14%
92,891
+7,981
24
$3.83M 1.13%
18,383
+1,709
25
$3.61M 1.07%
40,799
+6,473
1
2 3 4 5