Portfolio (Quarterly)
Guide ↗
Keystone Financial Group
· CIK 0001729299| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HYGW | ISHARES HIGH | — | 11,648 | $348K | 0.03% | SOLD |
| 2 | FIXD | FIRST TRUST | — | 7,793 | $345K | 0.03% | SOLD |
| 3 | — | VICTORYSHARES INTL | — | 6,062 | $327K | 0.02% | SOLD |
| 4 | KKR | KKR & CO | Financial Services | 2,174 | $277K | 0.02% | SOLD |
| 5 | AXON | AXON ENTERPRISE | Industrials | 456 | $259K | 0.02% | SOLD |
| 6 | TGT | TARGET CORP | Consumer Defensive | 2,512 | $246K | 0.02% | SOLD |
| 7 | CRM | SALESFORCE INC | Technology | 890 | $236K | 0.02% | SOLD |
| 8 | CHDN | CHURCHILL DOWNS | Consumer Cyclical | 1,951 | $222K | 0.02% | SOLD |
| 9 | XME | STATE STREET | — | 2,003 | $208K | 0.01% | SOLD |
| 10 | SMCI | SUPER MICRO | Technology | 6,915 | $202K | 0.01% | SOLD |
| 11 | UPXI | UPEXI INC | Communication Services | 27,325 | $46K | 0.00% | SOLD |
Sector Allocation
Technology
39.3%
Financial Services
21.6%
Consumer Cyclical
12.2%
Communication Services
8.0%
Healthcare
5.1%
Consumer Defensive
4.0%
Industrials
3.6%
Energy
3.6%
Utilities
1.4%
Basic Materials
0.8%