KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.31B
1-Year Est. Return
27.54%
1 Year Est. Return
+27.54%
AUM
$244M
AUM Growth
+$65M
(+36%)
Holding
191
Top Buys
| 1 | +$7.08M | |
| 2 | +$5.15M | |
| 3 | +$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
| 1 | +$442K | |
| 2 | +$372K | |
| 3 | +$355K | |
| 4 |
iShares Core High Dividend ETF
HDV
|
+$250K |
| 5 |
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
|
+$235K |
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% |