KFSN
Keystone Financial Services (Nebraska) Portfolio holdings
AUM
$149M
1-Year Est. Return
15.23%
This Fund
S&P 500
1 Year Est. Return
+15.23%
AUM
$149M
AUM Growth
+$1.84M
(+1.3%)
Holding
58
Top Buys
| 1 | +$752K | |
| 2 | +$743K | |
| 3 | +$740K | |
| 4 |
Franklin US Mid Cap Multifactor Index ETF
FLQM
|
+$528K |
| 5 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$299K |
Top Sells
| 1 | +$134K | |
| 2 | +$63K | |
| 3 | +$62.7K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$58.4K |
| 5 |
Union Pacific
UNP
|
+$47.5K |
Sector Composition
| 1 | Technology | 2.45% |
| 2 | Financials | 2.18% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Industrials | 0.96% |
| 5 | Communication Services | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walt Disney
DIS
$183B
| $232K | 0.16% |
2,411
-75
|
|
||
52
Meta Platforms (Facebook)
META
$1.55T
| $231K | 0.16% |
404
+12
|
|
||
53
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$499M
| $226K | 0.15% |
1,687
-267
|
|
||
54
Marriott International
MAR
$94B
| $221K | 0.15% |
677
|
|
||
|
BTC
55
Grayscale Bitcoin Mini Trust ETF
BTC
$3.42B
| $212K | 0.14% |
7,079
+1,904
|
|
||
56
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.21B
| $206K | 0.14% |
+1,610
|
|
||
57
Marvell Technology
MRVL
$144B
| $202K | 0.14% |
+2,038
|
|
||
|
BSOL
58
Bitwise Solana Staking ETF
BSOL
$253M
| $186K | 0.13% |
+16,817
|
|