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
$180M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.76%
2 Consumer Discretionary 4.4%
3 Communication Services 3.65%
4 Financials 3.36%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-24,797
177
-7,320
178
-4,060