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KFGG
Keystone Financial Group (Georgia) Portfolio holdings
AUM
$192M
1-Year Est. Return
10.51%
This Fund
S&P 500
1 Year Est. Return
+10.51%
AUM
$192M
AUM Growth
+$1.45M
(+0.76%)
Holding
143
Top Buys
| 1 | +$7.15M | |
| 2 | +$2.1M | |
| 3 | +$2.06M | |
| 4 |
VSDM
Vanguard Short Duration Tax-Exempt Bond ETF
VSDM
|
+$1.74M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$1.39M |
Top Sells
| 1 | +$2.99M | |
| 2 | +$2.77M | |
| 3 | +$1.81M | |
| 4 |
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
|
+$1.6M |
| 5 |
FB Financial Corp
FBK
|
+$1.51M |
Sector Composition
| 1 | Financials | 4.98% |
| 2 | Technology | 0.72% |
| 3 | Healthcare | 0.55% |
| 4 | Utilities | 0.42% |
| 5 | Industrials | 0.22% |
