KFGG

Keystone Financial Group (Georgia) Portfolio holdings

AUM $191M
1-Year Est. Return 10.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.47M
3
+$2.46M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.27M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.22M

Top Sells

1
+$3.05M
2
+$2.08M
3
+$1.06M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$800K
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$342K

Sector Composition

1 Financials 3.21%
2 Technology 1.06%
3 Healthcare 0.6%
4 Utilities 0.43%
5 Industrials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37K 0.02%
344
+4
102
$36.5K 0.02%
241
+1
103
$32.4K 0.02%
409
104
$30.6K 0.02%
110
-6
105
$28K 0.02%
810
106
$26.7K 0.02%
225
107
$26.6K 0.02%
156
108
$26.1K 0.02%
494
109
$24.7K 0.02%
75
110
$23.5K 0.02%
600
111
$23.4K 0.01%
305
-1,113
112
$23.2K 0.01%
594
+7
113
$23K 0.01%
242
114
$22.1K 0.01%
214
-3,157
115
$20.5K 0.01%
249
+2
116
$20.4K 0.01%
780
+2
117
$19.8K 0.01%
305
118
$19.5K 0.01%
717
119
$17.6K 0.01%
35
-269
120
$15.4K 0.01%
350
121
$14.6K 0.01%
79
122
$13.9K 0.01%
107
123
$10.3K 0.01%
129
+1
124
$8.45K 0.01%
15
125
$7.28K ﹤0.01%
298
-3,653
3 4
5
6 7