KFSN
Keystone Financial Services (Nebraska) Portfolio holdings
AUM
$143M
1-Year Est. Return
12.64%
1 Year Est. Return
+12.64%
AUM
$143M
AUM Growth
+$11.3M
(+8.6%)
Holding
54
Top Buys
| 1 | +$379K | |
| 2 | +$297K | |
| 3 | +$290K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$270K |
| 5 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
+$267K |
Top Sells
| 1 | +$214K | |
| 2 | +$121K | |
| 3 | +$98.1K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$94.4K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$84.9K |
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 | |
|---|---|---|---|---|---|---|
51
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$590M
| $250K | 0.18% |
1,879
+1
|
|
||
52
Alphabet (Google) Class A
GOOGL
$3.72T
| $232K | 0.16% |
+953
|
|
||
|
BTC
53
Grayscale Bitcoin Mini Trust ETF
BTC
$3.75B
| $207K | 0.14% |
+4,080
|
|
||
54
Vanguard Small-Cap Value ETF
VBR
$32.6B
| – | – |
-1,100
|
|