KFSN

Keystone Financial Services (Nebraska) Portfolio holdings

AUM $149M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$292K
3
+$287K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$260K
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$252K

Top Sells

1
+$214K
2
+$114K
3
+$95.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$90.8K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$84.8K

Sector Composition

1 Financials 2.68%
2 Technology 2.59%
3 Consumer Discretionary 1.24%
4 Industrials 1.01%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.72%
11,198
-49
27
$988K 0.69%
14,688
-118
28
$786K 0.55%
2,640
+95
29
$750K 0.53%
10,216
+44
30
$744K 0.52%
19,563
+431
31
$713K 0.5%
16,236
+180
32
$705K 0.49%
1,586
33
$700K 0.49%
10,734
+2
34
$678K 0.47%
3,090
+44
35
$613K 0.43%
2,086
-52
36
$518K 0.36%
4,592
+3
37
$504K 0.35%
1,981
+4
38
$457K 0.32%
687
+1
39
$402K 0.28%
3,901
+26
40
$395K 0.28%
169
-1
41
$385K 0.27%
20,144
+1,431
42
$378K 0.26%
4,428
-216
43
$362K 0.25%
6,237
-2,090
44
$355K 0.25%
12,730
-256
45
$352K 0.25%
680
+11
46
$350K 0.25%
11,818
+24
47
$285K 0.2%
2,486
-7
48
$275K 0.19%
6,809
+111
49
$267K 0.19%
+6,819
50
$265K 0.19%
361
+11
1
2
3