KFGG
Keystone Financial Group (Georgia) Portfolio holdings
AUM $157M
This Quarter Return
+0.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$18.5M (+15%)
Cap. Flow
+$19.5M
Cap. Flow % of AUM
13.71%
Top 10 Holdings %Top 10 Hldgs %
63.51%
Holding
171
New
11
Increased
59
Reduced
37
Closed
15
Top Buys
1 | $5.36M | |
2 | $3.09M | |
3 | $3.07M | |
4 | $2.94M | |
5 | $2.37M |
Top Sells
1 | $850K | |
2 | $705K | |
3 | $682K | |
4 | $615K | |
5 | $551K |
Sector Composition
1 | Financials | 3.06% |
2 | Technology | 0.73% |
3 | Healthcare | 0.68% |
4 | Utilities | 0.43% |
5 | Industrials | 0.36% |