KFS

Keynote Financial Services Portfolio holdings

AUM $149M
1-Year Est. Return 18.07%
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$7.8M
2 +$7.43M
3 +$4.42M
4
ABT icon
Abbott
ABT
+$3.12M
5
RTX icon
RTX Corp
RTX
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.14%
2 Technology 19.95%
3 Financials 9.35%
4 Consumer Staples 8.79%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$11.1K 0.01%
+20,970