KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.11B
1-Year Return
22.11%
This Quarter Return
+5.54%
1 Year Return
+22.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$513M
AUM Growth
+$32.4M
(+6.7%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
35.29%
Holding
293
New
31
Increased
110
Reduced
120
Closed
10
Top Buys
Top Sells
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$5.13M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.13M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.84M |
| 4 |
Tesla
TSLA
|
$2.11M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.78M |
Sector Composition
| 1 | Technology | 10.5% |
| 2 | Consumer Discretionary | 6.79% |
| 3 | Financials | 4.89% |
| 4 | Communication Services | 4.09% |
| 5 | Healthcare | 3.22% |
