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
$588M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.4%
2 Financials 5.06%
3 Consumer Discretionary 4.86%
4 Healthcare 3.31%
5 Consumer Staples 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$24.3K ﹤0.01%
+10,749
302
$4.29K ﹤0.01%
+1,106