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KFS

Keynote Financial Services Portfolio holdings

AUM $188M
1-Year Est. Return 32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$561K
3
+$389K
4
LMT icon
Lockheed Martin
LMT
+$362K
5
FLO icon
Flowers Foods
FLO
+$358K

Top Sells

1
+$395K
2
+$272K
3
+$268K
4
AAPL icon
Apple
AAPL
+$268K
5
DG icon
Dollar General
DG
+$214K

Sector Composition

1 Technology 20%
2 Healthcare 18.69%
3 Financials 10.61%
4 Industrials 9.2%
5 Consumer Staples 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$615K 0.37%
1,093
+221
77
$602K 0.36%
46,147
+23,630
78
$595K 0.36%
15,810
-600
79
$590K 0.36%
2,046
+113
80
$584K 0.35%
8,209
-250
81
$560K 0.34%
8,355
-213
82
$556K 0.34%
56,561
+45,606
83
$553K 0.33%
17,488
+4,805
84
$546K 0.33%
22,075
+6,363
85
$537K 0.32%
7,050
-7,000
86
$536K 0.32%
12,650
87
$527K 0.32%
1,483
+149
88
$522K 0.31%
6,912
89
$521K 0.31%
43,572
-23,297
90
$521K 0.31%
3,867
+1,305
91
$519K 0.31%
+11,466
92
$509K 0.31%
10,091
+695
93
$505K 0.3%
6,312
94
$498K 0.3%
17,623
-825
95
$497K 0.3%
1,226
96
$490K 0.3%
6,590
+190
97
$461K 0.28%
4,477
-500
98
$461K 0.28%
2,444
-90
99
$460K 0.28%
3,447
-201
100
$454K 0.27%
28,258
+8,327
2 3
4
5 6