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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
$279M
AUM Growth
-$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$833K
3
+$758K
4
LLY icon
Eli Lilly
LLY
+$620K
5
META icon
Meta Platforms (Facebook)
META
+$477K

Top Sells

1
+$72.4M
2
+$37.4M
3
+$26.2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$24.6M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$18.5M

Sector Composition

1 Technology 37.91%
2 Financials 13.45%
3 Consumer Discretionary 11.16%
4 Communication Services 8.5%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-63,540
352
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353
– –
-6,687
354
– –
-36,066
355
– –
-80,364
356
– –
-19,473
357
– –
-1,203
358
– –
-28,190
359
– –
-7,161
360
– –
-2,615
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