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KFGG

Keystone Financial Group (Georgia) Portfolio holdings

AUM $192M
1-Year Est. Return 10.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.98M
3
+$1.65M
4
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$1.53M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.24M

Top Sells

1
+$1.82M
2
+$347K
3
+$222K
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$161K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$148K

Sector Composition

1 Financials 6.13%
2 Technology 0.92%
3 Healthcare 0.51%
4 Utilities 0.38%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFSI icon
101
Dimensional International Sustainability Core 1 ETF
DFSI
$1.08B
$29.8K 0.02%
695
+98
WMT icon
102
Walmart Inc
WMT
$969B
$27K 0.01%
242
SNV
103
DELISTED
Synovus
SNV
$26.5K 0.01%
530
EOG icon
104
EOG Resources
EOG
$73.6B
$24K 0.01%
229
+2
SCHA icon
105
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$22.4K 0.01%
786
+3
IOT icon
106
Samsara
IOT
$19B
$21.3K 0.01%
600
DGRO icon
107
iShares Core Dividend Growth ETF
DGRO
$40.7B
$21.2K 0.01%
305
T icon
108
AT&T
T
$161B
$17.8K 0.01%
717
BAI
109
iShares A.I. Innovation and Tech Active ETF
BAI
$15B
$17.1K 0.01%
+515
MOAT icon
110
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$15.5K 0.01%
+150
MRK icon
111
Merck
MRK
$301B
$13.9K 0.01%
131
+2
VTEB icon
112
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$13.5K 0.01%
269
+3
QQQ icon
113
Invesco QQQ Trust
QQQ
$471B
$9.28K ﹤0.01%
15
SMH icon
114
VanEck Semiconductor ETF
SMH
$68B
$9.03K ﹤0.01%
+25
IFRA icon
115
iShares US Infrastructure ETF
IFRA
$4.15B
$8.84K ﹤0.01%
+168
IBIT icon
116
iShares Bitcoin Trust
IBIT
$48.9B
$8.59K ﹤0.01%
+173
SOLS
117
Solstice Advanced Materials
SOLS
$12.5B
$8.21K ﹤0.01%
+169
PFE icon
118
Pfizer
PFE
$150B
$7.66K ﹤0.01%
308
+5
WBD icon
119
Warner Bros
WBD
$67B
$4.99K ﹤0.01%
173
CPNG icon
120
Coupang
CPNG
$30.3B
$4.72K ﹤0.01%
200
FPX icon
121
First Trust US Equity Opportunities ETF
FPX
$1.43B
$3.44K ﹤0.01%
21
+5
LIT icon
122
Global X Lithium & Battery Tech ETF
LIT
$2B
$3.25K ﹤0.01%
50
IMCG icon
123
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.76B
$3.19K ﹤0.01%
40
DRI icon
124
Darden Restaurants
DRI
$23.9B
$2.76K ﹤0.01%
15
FTXL icon
125
First Trust Nasdaq Semiconductor ETF
FTXL
$2.48B
$2.13K ﹤0.01%
16
2 3 4
5
6