Long-term investor
Keystone Financial Services @keystonefinancialservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001865158).
Record
- Tracked since 2025-06-30 (434 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days +12.5% · 6 months +11.7% · 1 year +19.0% · all +19.0%
- Max drawdown -2.5% · Sharpe 1.01 · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 17.7% · long · since 2025-06-30
- IUSB · 7.6% · long · since 2025-06-30
- IVW · 6.9% · long · since 2025-06-30
- DYNF · 6.7% · long · since 2025-06-30
- IVE · 5.9% · long · since 2025-06-30
- IEMG · 4.0% · long · since 2025-06-30
- EFG · 3.5% · long · since 2025-06-30
- BAI · 3.4% · long · since 2025-06-30
- MTUM · 2.8% · long · since 2025-06-30
- BLCR · 2.6% · long · since 2026-03-31
- IDEF · 2.3% · long · since 2026-03-31
- EFV · 2.3% · long · since 2025-06-30