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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
$157M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.47M
3
+$2.2M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.26M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.22M

Top Sells

1
+$3.04M
2
+$2.08M
3
+$1.02M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$799K
5
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$335K

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
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157
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160
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161
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