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
101
$32.2K 0.02%
722
102
$32.2K 0.02%
409
103
$32.1K 0.02%
+763
104
$30.2K 0.02%
1,355
+305
105
$28.2K 0.02%
240
+1
106
$25.7K 0.02%
494
-85
107
$25.6K 0.02%
116
108
$24.8K 0.02%
600
+450
109
$24.5K 0.02%
810
110
$24.5K 0.02%
225
+4
111
$23.8K 0.02%
242
112
$22.1K 0.02%
156
-11
113
$21.9K 0.02%
587
+2
114
$20.7K 0.01%
75
+18
115
$20.2K 0.01%
717
116
$20K 0.01%
247
+4
117
$19.8K 0.01%
510
-14,086
118
$18.4K 0.01%
74
119
$18.3K 0.01%
305
120
$18K 0.01%
778
+2
121
$14.1K 0.01%
350
-12,733
122
$12.9K 0.01%
79
123
$12.6K 0.01%
107
-121
124
$12.3K 0.01%
311
+18
125
$10.3K 0.01%
22
3 4
5
6 7