KFGG
Keystone Financial Group (Georgia) Portfolio holdings
AUM $157M
This Quarter Return
+0.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$18.5M
(+15%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
13.71%
Top 10 Holdings %
Top 10 Hldgs %
63.51%
Holding
171
New
11
Increased
59
Reduced
37
Closed
15
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$5.36M |
| 2 |
Vanguard Core Plus Bond ETF
VPLS
|
+$3.09M |
| 3 |
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
|
+$3.07M |
| 4 |
BlackRock Intermediate Muni Income Bond ETF
INMU
|
+$2.94M |
| 5 |
BlackRock Total Return ETF
BRTR
|
+$2.37M |
Top Sells
Sector Composition
| 1 | Financials | 3.06% |
| 2 | Technology | 0.73% |
| 3 | Healthcare | 0.68% |
| 4 | Utilities | 0.43% |
| 5 | Industrials | 0.36% |
