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
$387M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$9.58M
2
+$7.68M
3
+$7.06M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$4.94M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$3.7M

Top Sells

1
+$11M
2
+$8.13M
3
+$5.42M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.26M
5
STIP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.3M 13.24%
117,393
+3,157
2
$19.5M 5.03%
47,526
-4,025
3
$16.4M 4.24%
343,407
+48,020
4
$15.3M 3.94%
574,629
+185,847
5
$12.1M 3.12%
240,238
+9,556
6
$11.8M 3.05%
78,885
+6,562
7
$11.5M 2.98%
48,638
+2,889
8
$11.3M 2.91%
145,743
-8,021
9
$10.2M 2.63%
133,496
+37,714
10
$9.58M 2.47%
+208,028
11
$9.43M 2.43%
224,800
+54,029
12
$7.68M 1.98%
+277,450
13
$7.62M 1.97%
73,244
+6,410
14
$7.52M 1.94%
88,659
+16,875
15
$7.06M 1.82%
+135,731
16
$7.05M 1.82%
281,920
+42,573
17
$6.89M 1.78%
14,425
+2,254
18
$6.32M 1.63%
131,932
+14,388
19
$5.63M 1.45%
86,529
+16,795
20
$5.26M 1.36%
22,631
+4,248
21
$4.89M 1.26%
43,844
-48,572
22
$4.82M 1.24%
103,264
+10,373
23
$4.63M 1.2%
58,338
+36,144
24
$4.56M 1.18%
99,720
+32,768
25
$4.43M 1.14%
174,480
+11,976
1
2 3 4 5