GFG
Goldstone Financial Group Portfolio holdings
AUM
$757M
This Quarter Return
+0.25%
1 Year Return
+12.12%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$638M
AUM Growth
+$638M
(+11%)
Cap. Flow
+$73.1M
Cap. Flow
% of AUM
11.45%
Top 10 Holdings %
Top 10 Hldgs %
38.91%
Holding
217
New
24
Increased
137
Reduced
31
Closed
18
Top Buys
| 1 |
JPMorgan Active Bond ETF
JBND
|
$12.9M |
| 2 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$7.66M |
| 3 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$6.93M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.79M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$3.66M |
Top Sells
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Financials | 2.45% |
| 3 | Consumer Discretionary | 1.34% |
| 4 | Communication Services | 0.95% |
| 5 | Industrials | 0.88% |
