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
$638M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.66M
3
+$3.79M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$3.58M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$3.53M

Top Sells

1
+$10.8M
2
+$2.37M
3
+$1.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.1M

Sector Composition

1 Technology 3.22%
2 Financials 2.45%
3 Consumer Discretionary 1.34%
4 Communication Services 0.95%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.4M 11.03%
130,587
+5,661
2
$29.8M 4.66%
976,660
+85,854
3
$29.1M 4.56%
56,932
+2,158
4
$24.8M 3.89%
432,945
+21,944
5
$18.8M 2.95%
111,249
+10,015
6
$17.7M 2.78%
30,090
+6,435
7
$16.5M 2.58%
56,765
+2,365
8
$14M 2.2%
159,511
+21,945
9
$14M 2.19%
628,071
+81,032
10
$13.3M 2.08%
95,474
+3,904
11
$12.9M 2.03%
+247,399
12
$12.5M 1.95%
419,531
+47,209
13
$12.2M 1.91%
270,986
+11,707
14
$12M 1.89%
154,439
+11,424
15
$11M 1.73%
438,845
+39,583
16
$10.9M 1.71%
212,121
-16,629
17
$10.3M 1.62%
46,683
+7,912
18
$10.2M 1.59%
198,961
+34,907
19
$10.1M 1.59%
38,415
+6,637
20
$9.8M 1.54%
234,725
+10,432
21
$9.78M 1.53%
105,494
+4,567
22
$9.24M 1.45%
193,328
+14,573
23
$8.67M 1.36%
98,096
+16,581
24
$8.17M 1.28%
160,340
+11,539
25
$8.04M 1.26%
159,700
+23,571
1
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