KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.11B
1-Year Return
22.11%
This Quarter Return
+5.89%
1 Year Return
+22.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
+$65M
(+36%)
Cap. Flow
+$55.6M
Cap. Flow
% of AUM
22.76%
Top 10 Holdings %
Top 10 Hldgs %
28.27%
Holding
191
New
22
Increased
105
Reduced
50
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.08M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$5.15M |
| 3 |
Microsoft
MSFT
|
$2.7M |
| 4 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$2.62M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.31M |
Top Sells
Sector Composition
| 1 | Technology | 9.83% |
| 2 | Financials | 5.95% |
| 3 | Communication Services | 4.53% |
| 4 | Consumer Discretionary | 4.38% |
| 5 | Consumer Staples | 3.97% |
