KFGG
Keystone Financial Group (Georgia) Portfolio holdings
AUM
$177M
1-Year Est. Return
8.13%
1 Year Est. Return
+8.13%
AUM
$177M
AUM Growth
+$20.4M
(+13%)
Holding
153
Top Buys
| 1 | +$6.49M | |
| 2 | +$3.57M | |
| 3 | +$2.94M | |
| 4 |
IDYN
iShares International Equity Factor Rotation Active ETF
IDYN
|
+$1.82M |
| 5 |
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
|
+$1.75M |
Top Sells
| 1 | +$2.07M | |
| 2 | +$1.1M | |
| 3 | +$787K | |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
+$581K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$574K |
Sector Composition
| 1 | Financials | 6.72% |
| 2 | Technology | 0.99% |
| 3 | Healthcare | 0.51% |
| 4 | Utilities | 0.45% |
| 5 | Industrials | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Walt Disney
DIS
$201B
| – | – |
-15
|
|
||
152
Deere & Co
DE
$128B
| – | – |
-35
|
|
||
153
Becton Dickinson
BDX
$53.3B
| – | – |
-623
|
|