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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
$179M
AUM Growth
-$728K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.78%
2 Consumer Discretionary 5.34%
3 Communication Services 4.53%
4 Financials 3.51%
5 Consumer Staples 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,707
177
-4,318
178
-12,346
179
-1,401
180
-2,078
181
-1,377
182
-9,729
183
-9,110
184
-7,211