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
$177M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.55M
3
+$2.91M
4
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$1.71M
5
VSDB
Vanguard Short Duration Bond ETF
VSDB
+$1.6M

Top Sells

1
+$2.07M
2
+$1.1M
3
+$781K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$580K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$553K

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
– –
-15
152
– –
-35
153
– –
-623
3 4 5 6
7