KFGK

Keystone Financial Group (Kentucky) Portfolio holdings

AUM $1.11B
1-Year Est. Return 22.11%
This Quarter Est. Return
1 Year Est. Return
+22.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$553M
AUM Growth
+$593K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.45%
3 Financials 5.09%
4 Communication Services 3.95%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-2,457