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KFGK

Keystone Financial Group (Kentucky) Portfolio holdings

AUM $1.46B
1-Year Est. Return 26.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3.01M
3
+$2.41M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.97M
5
IP icon
International Paper
IP
+$1.85M

Top Sells

1
+$2.06M
2
+$1.43M
3
+$970K
4
INTF icon
iShares International Equity Factor ETF
INTF
+$781K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$772K

Sector Composition

1 Technology 10.05%
2 Financials 5.66%
3 Consumer Discretionary 4.09%
4 Communication Services 4.06%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,475
252
– –
-3,280
253
– –
-2,488
254
– –
-3,106
255
– –
-11,585
7 8 9 10
11