KFGG

Keystone Financial Group (Georgia) Portfolio holdings

AUM $191M
1-Year Est. Return 10.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.47M
3
+$2.46M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.27M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.22M

Top Sells

1
+$3.05M
2
+$2.08M
3
+$1.06M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$800K
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$342K

Sector Composition

1 Financials 3.21%
2 Technology 1.06%
3 Healthcare 0.6%
4 Utilities 0.43%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96.6K 0.06%
670
+2
77
$80.7K 0.05%
2,667
+22
78
$74K 0.05%
474
79
$73.4K 0.05%
691
+380
80
$70.4K 0.04%
+947
81
$70K 0.04%
1,615
+31
82
$66.4K 0.04%
741
83
$64.9K 0.04%
453
84
$64.1K 0.04%
476
+1
85
$59.5K 0.04%
2,705
+1,350
86
$58.1K 0.04%
1,504
+11
87
$58K 0.04%
525
88
$57.4K 0.04%
236
-88
89
$55.7K 0.04%
437
90
$51.9K 0.03%
611
+99
91
$51.5K 0.03%
143
-28
92
$50.8K 0.03%
+4,570
93
$50.3K 0.03%
163
94
$48.6K 0.03%
368
+1
95
$47.8K 0.03%
+1,100
96
$42.4K 0.03%
816
+53
97
$40.2K 0.03%
722
98
$39.2K 0.03%
600
99
$38.3K 0.02%
676
100
$37.7K 0.02%
1,220
+16
2 3
4
5 6