GFG
Goldstone Financial Group Portfolio holdings
AUM
$757M
This Quarter Return
+8.96%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$387M
AUM Growth
+$387M
(+15%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
5.57%
Top 10 Holdings %
Top 10 Hldgs %
43.61%
Holding
171
New
20
Increased
81
Reduced
55
Closed
10
Top Buys
Top Sells
| 1 |
Invesco Total Return Bond ETF
GTO
|
$11M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$8.13M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$5.42M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.26M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.31M |
Sector Composition
| 1 | Technology | 2.61% |
| 2 | Financials | 2.13% |
| 3 | Consumer Discretionary | 1.23% |
| 4 | Consumer Staples | 1.09% |
| 5 | Industrials | 1.06% |
