KFSN
Keystone Financial Services (Nebraska) Portfolio holdings
AUM
$147M
1-Year Est. Return
13.66%
This Fund
S&P 500
1 Year Est. Return
+13.66%
AUM
$147M
AUM Growth
+$3.95M
(+2.8%)
Holding
55
Top Buys
| 1 | +$281K | |
| 2 | +$247K | |
| 3 | +$240K | |
| 4 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
+$234K |
| 5 |
Marriott International
MAR
|
+$210K |
Top Sells
| 1 | +$362K | |
| 2 | +$141K | |
| 3 | +$98.7K | |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$79.6K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$77K |
Sector Composition
| 1 | Financials | 2.69% |
| 2 | Technology | 2.51% |
| 3 | Consumer Discretionary | 1.35% |
| 4 | Industrials | 0.96% |
| 5 | Communication Services | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$548M
| $260K | 0.18% |
1,954
+75
|
|
||
52
Meta Platforms (Facebook)
META
$1.86T
| $259K | 0.18% |
392
+31
|
|
||
|
53
Marriott International
MAR
$83.7B
| $210K | 0.14% |
+677
|
|
||
|
BTC
54
Grayscale Bitcoin Mini Trust ETF
BTC
$3.67B
| $200K | 0.14% |
5,175
+1,095
|
|
||
55
Lamb Weston
LW
$6.38B
| – | – |
-6,237
|
|