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
$142M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$3.09M
3
+$3.07M
4
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$2.94M
5
BRTR icon
BlackRock Total Return ETF
BRTR
+$2.37M

Top Sells

1
+$850K
2
+$705K
3
+$682K
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$615K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$551K

Sector Composition

1 Financials 3.06%
2 Technology 0.73%
3 Healthcare 0.68%
4 Utilities 0.43%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$383 ﹤0.01%
5
152
$261 ﹤0.01%
31
153
$241 ﹤0.01%
4
154
$186 ﹤0.01%
8
155
$184 ﹤0.01%
11
156
$103 ﹤0.01%
11
157
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158
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-18,586
165
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166
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167
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-17,539
168
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169
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-21,740
170
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171
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-551
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7