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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
$179M
AUM Growth
-$728K
(-0.4%)
Holding
184
Top Buys
| 1 | +$2.14M | |
| 2 | +$1.17M | |
| 3 | +$901K | |
| 4 |
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
|
+$858K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$823K |
Top Sells
| 1 | +$10.6M | |
| 2 | +$10.1M | |
| 3 | +$835K | |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$732K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$403K |
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% |