KFGG

Keystone Financial Group (Georgia) Portfolio holdings

AUM $177M
1-Year Est. Return 8.13%
This Quarter Est. Return
1 Year Est. Return
+8.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$3.09M
3
+$3.07M
4
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$2.94M
5
BRTR icon
BlackRock Total Return ETF
BRTR
+$2.37M

Top Sells

1
+$850K
2
+$705K
3
+$682K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$615K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$551K

Sector Composition

1 Financials 3.06%
2 Technology 0.73%
3 Healthcare 0.68%
4 Utilities 0.43%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$76K 0.05%
474
77
$73.3K 0.05%
1,607
+156
78
$72.6K 0.05%
2,645
+1,146
79
$71.6K 0.05%
668
+3
80
$71K 0.05%
324
81
$68.8K 0.05%
1,584
-14,161
82
$61.3K 0.04%
171
+1
83
$61K 0.04%
741
84
$60.4K 0.04%
110
+1
85
$59.2K 0.04%
453
86
$59.2K 0.04%
475
-6
87
$58K 0.04%
437
88
$52.8K 0.04%
320
+2
89
$52.1K 0.04%
1,493
+3
90
$51.4K 0.04%
163
91
$51K 0.04%
525
92
$49.3K 0.03%
367
+1
93
$40.2K 0.03%
1,751
+20
94
$39.9K 0.03%
512
+11
95
$37.1K 0.03%
600
96
$36.3K 0.03%
676
97
$35.7K 0.03%
340
+3
98
$35.3K 0.02%
190
99
$35.3K 0.02%
+1,204
100
$32.9K 0.02%
+311
2 3
4
5 6