We are live on ! Find out more
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
$279M
AUM Growth
-$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$833K
3
+$758K
4
LLY icon
Eli Lilly
LLY
+$620K
5
META icon
Meta Platforms (Facebook)
META
+$477K

Top Sells

1
+$72.4M
2
+$37.4M
3
+$26.2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$24.6M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$18.5M

Sector Composition

1 Technology 37.91%
2 Financials 13.45%
3 Consumer Discretionary 11.16%
4 Communication Services 8.5%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,767
277
– –
-11,100
278
– –
-32,404
279
– –
-37,504
280
– –
-29,292
281
– –
-2,499
282
– –
-11,832
283
– –
-6,019
284
– –
-2,812
285
– –
-25,759
286
– –
-3,489
287
– –
-4,741
288
– –
-2,362
289
– –
-246,564
290
– –
-4,180
291
– –
-4,311
292
– –
-18,879
293
– –
-9,972
294
– –
-1,236
295
– –
-15,040
296
– –
-4,749
297
– –
-5,396
298
– –
-2,418
299
– –
-42,414
300
– –
-7,016
10 11
12
13 14