KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.11B
1-Year Return
22.11%
This Quarter Return
-0.23%
1 Year Return
+22.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$553M
AUM Growth
+$593K
(+0.11%)
Cap. Flow
+$3.26M
Cap. Flow
% of AUM
0.59%
Top 10 Holdings %
Top 10 Hldgs %
36.43%
Holding
301
New
12
Increased
136
Reduced
112
Closed
14
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$1.48M |
| 2 |
Tesla
TSLA
|
+$1.06M |
| 3 |
Apple
AAPL
|
+$898K |
| 4 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
+$658K |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$395K |
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Consumer Discretionary | 6.45% |
| 3 | Financials | 5.09% |
| 4 | Communication Services | 3.95% |
| 5 | Healthcare | 3.03% |
