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
126
$6.3K ﹤0.01%
200
127
$5.65K ﹤0.01%
174
128
$3.47K ﹤0.01%
45
129
$3.24K ﹤0.01%
40
130
$3.17K ﹤0.01%
15
131
$3K ﹤0.01%
74
+1
132
$2.68K ﹤0.01%
18
-7
133
$2.6K ﹤0.01%
60
+1
134
$2.21K ﹤0.01%
173
135
$2.11K ﹤0.01%
50
136
$1.83K ﹤0.01%
15
137
$1.8K ﹤0.01%
45
138
$1.63K ﹤0.01%
16
139
$1.4K ﹤0.01%
60
140
$1.05K ﹤0.01%
4
141
$842 ﹤0.01%
19
142
$798 ﹤0.01%
15
143
$479 ﹤0.01%
5
144
$308 ﹤0.01%
4
145
$273 ﹤0.01%
31
146
$243 ﹤0.01%
8
147
$215 ﹤0.01%
11
148
$107 ﹤0.01%
11
149
– –
-10
150
– –
-190
3 4 5
6
7