StockDriftsStockDriftsTop 50 Keystone Financial Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.66% | 55.6K | $36.3M | +38.79%(+15.54K) | $522.45(+43.25%) | 2026-03-31 | |
| IVE | ISHARES TR | 7.61% | 122.9K | $25.9M | +21.73%(+21.93K) | $191.53(+20.19%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.69% | 201.7K | $22.8M | +8.95%(+16.57K) | $85.88(+57.68%) | 2026-03-31 | |
| IUSB | ISHARES TR | 6.68% | 492.6K | $22.8M | -1.13%(-5.64K) | $48.03(-4.30%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.47% | 379.0K | $22.1M | -9.04%(-37.69K) | $45.32(+48.13%) | 2026-03-31 | |
| IEMG | ISHARES INC | 5.68% | 277.5K | $19.4M | +7.42%(+19.16K) | $52.47(+52.15%) | 2026-03-31 | |
| EFV | ISHARES TR | 5.4% | 247.6K | $18.4M | -16.05%(-47.33K) | $56.47(+37.87%) | 2026-03-31 | |
| EFG | ISHARES TR | 3.46% | 106.0K | $11.8M | +292.69%(+78.99K) | $109.13(+13.29%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.29% | 58.5K | $11.2M | -44.91%(-47.70K) | $138.13(+58.13%) | 2026-03-31 | |
| MTUM | ISHARES TR | 3.06% | 43.4K | $10.4M | +52.26%(+14.91K) | $221.61(+42.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.49% | +42.33% |
| Top 20 Holdings Unweighted | +13.21% | +45.10% |
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