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
$1.02B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$19.8M
3
+$16.7M
4
META icon
Meta Platforms (Facebook)
META
+$11.6M
5
AMZN icon
Amazon
AMZN
+$9.38M

Top Sells

1
+$14.6M
2
+$2.47M
3
+$1.68M
4
LLY icon
Eli Lilly
LLY
+$1.25M
5
IP icon
International Paper
IP
+$755K

Sector Composition

1 Technology 18.12%
2 Consumer Discretionary 8.24%
3 Financials 5.85%
4 Communication Services 4.5%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.71M 0.17%
24,172
-220
102
$1.66M 0.16%
30,822
-14,026
103
$1.56M 0.15%
11,842
+7,234
104
$1.52M 0.15%
25,737
+449
105
$1.5M 0.15%
7,814
+5,782
106
$1.47M 0.14%
2,362
+249
107
$1.39M 0.14%
22,310
+386
108
$1.38M 0.14%
9,921
-250
109
$1.38M 0.14%
13,665
+331
110
$1.37M 0.13%
5,829
+3
111
$1.36M 0.13%
32,030
+20,249
112
$1.34M 0.13%
2,644
+382
113
$1.33M 0.13%
10,753
+2,330
114
$1.32M 0.13%
+23,564
115
$1.3M 0.13%
29,542
-735
116
$1.3M 0.13%
24,836
-133
117
$1.24M 0.12%
21,856
-139
118
$1.21M 0.12%
16,046
+808
119
$1.2M 0.12%
8,830
+4,712
120
$1.2M 0.12%
2,589
+1,345
121
$1.19M 0.12%
+34,123
122
$1.18M 0.12%
3,439
-181
123
$1.18M 0.12%
+1,950
124
$1.17M 0.12%
23,514
-481
125
$1.16M 0.11%
8,310
+18
3 4
5
6 7