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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
101
$452K 0.27%
4,780
+600
102
$452K 0.27%
1,154
+9
103
$444K 0.27%
8,799
+1,403
104
$439K 0.26%
3,345
105
$417K 0.25%
7,335
106
$412K 0.25%
37,895
-4,200
107
$402K 0.24%
4,238
108
$389K 0.23%
1,425
-10
109
$384K 0.23%
1,423
-15
110
$378K 0.23%
4,608
-250
111
$375K 0.23%
1,954
+896
112
$369K 0.22%
5,144
113
$368K 0.22%
6,165
-100
114
$365K 0.22%
15,928
-600
115
$359K 0.22%
2,218
116
$346K 0.21%
457
117
$344K 0.21%
4,100
118
$334K 0.2%
3,775
-33
119
$333K 0.2%
1,215
-90
120
$332K 0.2%
1,540
121
$314K 0.19%
1,275
122
$308K 0.19%
1,448
123
$307K 0.19%
7,455
-390
124
$280K 0.17%
1,308
+25
125
$279K 0.17%
969
3 4
5
6 7