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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
$1.46B
AUM Growth
+$109M
(+8.1%)
Holding
535
Top Buys
| 1 | +$15.2M | |
| 2 | +$6.18M | |
| 3 | +$4.12M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.43M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.95M |
Top Sells
| 1 | +$15.8M | |
| 2 | +$4.5M | |
| 3 | +$1.15M | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$968K |
| 5 |
Warner Bros
WBD
|
+$869K |
Sector Composition
| 1 | Technology | 19.32% |
| 2 | Consumer Discretionary | 6.03% |
| 3 | Financials | 4.98% |
| 4 | Communication Services | 3.93% |
| 5 | Healthcare | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Upexi
UPXI
$59.7M
| – | – |
-27,325
|
|
||
502
State Street SPDR S&P Metals & Mining ETF
XME
$4.84B
| – | – |
-2,003
|
|