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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
$1.11B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$41.7M
3
+$6.59M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$3.78M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.27M

Top Sells

1
+$5.87M
2
+$3.61M
3
+$3.42M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.12M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.52M

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 7.29%
3 Financials 5.75%
4 Communication Services 4.65%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$364K 0.03%
1,620
+145
277
$363K 0.03%
1,160
-50
278
$362K 0.03%
893
+12
279
$359K 0.03%
16,232
+22
280
$357K 0.03%
6,209
281
$357K 0.03%
504
-1
282
$353K 0.03%
+1,221
283
$350K 0.03%
+3,625
284
$349K 0.03%
1,276
+1
285
$348K 0.03%
9,066
-28
286
$348K 0.03%
7,100
287
$348K 0.03%
5,173
-28
288
$347K 0.03%
989
-49
289
$346K 0.03%
13,272
-3,144
290
$344K 0.03%
3,166
-28
291
$342K 0.03%
7,003
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292
$341K 0.03%
6,545
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293
$340K 0.03%
4,672
294
$339K 0.03%
2,605
-4
295
$338K 0.03%
1,760
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296
$337K 0.03%
3,700
-311
297
$337K 0.03%
6,738
+1,647
298
$336K 0.03%
6,791
-326
299
$333K 0.03%
7,648
+1,259
300
$328K 0.03%
846
-40
10 11
12
13 14