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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
$589M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.09M
3
+$1.96M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.59M

Top Sells

1
+$5.37M
2
+$4.66M
3
+$4.46M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$3.77M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.53M

Sector Composition

1 Technology 11.35%
2 Consumer Discretionary 6.02%
3 Financials 5.35%
4 Communication Services 3.21%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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