KFSN
Keystone Financial Services (Nebraska) Portfolio holdings
AUM
$132M
1 Year Est. Return
–
AUM
$132M
AUM Growth
+$13.5M
(+11%)
Holding
51
Top Buys
| 1 | +$632K | |
| 2 | +$479K | |
| 3 | +$402K | |
| 4 |
Franklin US Mid Cap Multifactor Index ETF
FLQM
|
+$347K |
| 5 |
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
|
+$343K |
Top Sells
| 1 | +$197K | |
| 2 | +$104K | |
| 3 | +$77.1K | |
| 4 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
+$74.8K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$52.6K |
Sector Composition
| 1 | Financials | 2.5% |
| 2 | Technology | 2.35% |
| 3 | Consumer Discretionary | 1.23% |
| 4 | Industrials | 1.08% |
| 5 | Communication Services | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Small-Cap Value ETF
VBR
$31.7B
| $214K | 0.16% |
1,100
-2
|
|