GFG
Goldstone Financial Group Portfolio holdings
AUM
$757M
This Quarter Return
+1.59%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$499M
AUM Growth
+$499M
(+14%)
Cap. Flow
+$58.7M
Cap. Flow
% of AUM
11.77%
Top 10 Holdings %
Top 10 Hldgs %
41.34%
Holding
190
New
24
Increased
115
Reduced
35
Closed
11
Top Buys
| 1 |
VanEck IG Floating Rate ETF
FLTR
|
$12M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
$5.33M |
| 3 |
Vanguard Utilities ETF
VPU
|
$3.08M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.36M |
| 5 |
NVIDIA
NVDA
|
$2.31M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.42M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.65M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$1.5M |
| 4 |
AXS Real Estate Income ETF
RINC
|
$1.41M |
| 5 |
Costco
COST
|
$1,000K |
Sector Composition
| 1 | Technology | 3.14% |
| 2 | Financials | 2.1% |
| 3 | Consumer Discretionary | 1.31% |
| 4 | Healthcare | 0.95% |
| 5 | Industrials | 0.92% |
