KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.11B
1-Year Return
22.11%
This Quarter Return
+7.22%
1 Year Return
+22.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$506M
AUM Growth
+$13.3M
(+2.7%)
Cap. Flow
-$12.6M
Cap. Flow
% of AUM
-2.48%
Top 10 Holdings %
Top 10 Hldgs %
37.99%
Holding
297
New
13
Increased
113
Reduced
121
Closed
12
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$6.16M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$6.02M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$5.54M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.06M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.69M |
Sector Composition
| 1 | Technology | 9.46% |
| 2 | Financials | 5.39% |
| 3 | Consumer Discretionary | 4.07% |
| 4 | Healthcare | 4% |
| 5 | Consumer Staples | 3.58% |
