KFGG
Keystone Financial Group (Georgia) Portfolio holdings
AUM
$157M
This Quarter Return
+4.31%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$15M
(+11%)
Cap. Flow
+$7.52M
Cap. Flow
% of AUM
4.79%
Top 10 Holdings %
Top 10 Hldgs %
64.82%
Holding
161
New
5
Increased
65
Reduced
31
Closed
13
Top Buys
| 1 |
Vanguard Core Plus Bond ETF
VPLS
|
+$3.05M |
| 2 |
FB Financial Corp
FBK
|
+$2.47M |
| 3 |
BlackRock Intermediate Muni Income Bond ETF
INMU
|
+$2.46M |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$1.27M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$1.22M |
Top Sells
Sector Composition
| 1 | Financials | 3.21% |
| 2 | Technology | 1.06% |
| 3 | Healthcare | 0.6% |
| 4 | Utilities | 0.43% |
| 5 | Industrials | 0.29% |
