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
$575M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.55M
3
+$4.53M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.99M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.41M

Top Sells

1
+$11.8M
2
+$8.78M
3
+$1.86M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.54M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$706K

Sector Composition

1 Technology 3.2%
2 Financials 2.32%
3 Consumer Discretionary 1.22%
4 Industrials 0.97%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.9M 11.47%
124,926
+8,582
2
$26.7M 4.65%
54,774
+3,365
3
$26.6M 4.63%
890,806
+93,177
4
$23.3M 4.05%
411,001
+30,977
5
$17.7M 3.07%
101,234
+8,654
6
$15.4M 2.68%
54,400
+3,325
7
$13.6M 2.37%
23,655
+2,757
8
$13.2M 2.3%
+547,039
9
$12.3M 2.14%
228,750
+74,268
10
$12.1M 2.11%
259,279
+70,563
11
$12.1M 2.1%
91,570
+6,888
12
$12M 2.08%
152,524
+18,696
13
$11.4M 1.99%
137,566
+11,840
14
$11.4M 1.98%
143,015
-19,345
15
$11.1M 1.93%
372,322
+32,530
16
$10M 1.74%
399,262
+39,388
17
$9.78M 1.7%
100,927
+6,419
18
$9.44M 1.64%
178,755
+18,817
19
$9.37M 1.63%
224,293
+28,598
20
$8.67M 1.51%
164,054
+20,756
21
$8.56M 1.49%
38,771
+15,459
22
$8.38M 1.46%
31,778
+3,809
23
$7.61M 1.32%
148,801
+22,797
24
$7.18M 1.25%
81,515
+12,120
25
$7M 1.22%
79,302
+10,813
1
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