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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$13.6M
3
+$8.2M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$7.99M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.91M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.56%
2 Technology 1.03%
3 Healthcare 0.98%
4 Consumer Staples 0.5%
5 Utilities 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37.3K 0.03%
+722
102
$36.7K 0.03%
+1,731
103
$36.3K 0.03%
+337
104
$34K 0.03%
+600
105
$33.6K 0.03%
+190
106
$32.3K 0.03%
+676
107
$31.9K 0.03%
+409
108
$30.8K 0.03%
+889
109
$29.8K 0.02%
+579
110
$28.6K 0.02%
+1,424
111
$27.2K 0.02%
+116
112
$27.1K 0.02%
+221
113
$26.8K 0.02%
+228
114
$26.1K 0.02%
+167
115
$23.8K 0.02%
+1,050
116
$23K 0.02%
+57
117
$21.9K 0.02%
+242
118
$21.6K 0.02%
+239
119
$21.3K 0.02%
+810
120
$20.1K 0.02%
+776
121
$19.5K 0.02%
+243
122
$19.2K 0.02%
+585
123
$18.7K 0.02%
+305
124
$17.7K 0.01%
+74
125
$16.3K 0.01%
+717
3 4
5
6 7