KFS
Keynote Financial Services Portfolio holdings
AUM
$188M
1-Year Est. Return
32%
This Fund
S&P 500
1 Year Est. Return
+32%
AUM
$188M
AUM Growth
+$9.19M
(+5.1%)
Holding
177
Top Buys
| 1 | +$1.51M | |
| 2 | +$418K | |
| 3 | +$337K | |
| 4 |
Amazon
AMZN
|
+$324K |
| 5 |
Verizon
VZ
|
+$262K |
Top Sells
| 1 | +$285K | |
| 2 | +$279K | |
| 3 | +$253K | |
| 4 |
Otis Worldwide
OTIS
|
+$221K |
| 5 |
iShares Silver Trust
SLV
|
+$209K |
Sector Composition
| 1 | Technology | 19.32% |
| 2 | Healthcare | 17.51% |
| 3 | Financials | 9.71% |
| 4 | Industrials | 9.01% |
| 5 | Consumer Staples | 7.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Applied Digital
APLD
$11.3B
| – | – |
-8,216
|
|