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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
1 Year Est. Return
+26.6%
AUM
$553M
AUM Growth
+$593K
(+0.11%)
Holding
301
Top Buys
| 1 | +$1.81M | |
| 2 | +$1.2M | |
| 3 | +$677K | |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$666K |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$637K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$969K | |
| 3 | +$934K | |
| 4 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
+$678K |
| 5 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$396K |
Sector Composition
| 1 | Technology | 11.01% |
| 2 | Consumer Discretionary | 6.45% |
| 3 | Financials | 5.1% |
| 4 | Communication Services | 3.95% |
| 5 | Healthcare | 3.01% |