KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.11B
1-Year Return
22.11%
This Quarter Return
+10.21%
1 Year Return
+22.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$610M
AUM Growth
+$56.9M
(+10%)
Cap. Flow
+$5.47M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
37.9%
Holding
317
New
30
Increased
120
Reduced
127
Closed
13
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$2.06M |
| 2 |
Tesla
TSLA
|
$1.52M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.39M |
| 4 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$1.29M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.26M |
Sector Composition
| 1 | Technology | 11.9% |
| 2 | Consumer Discretionary | 5.91% |
| 3 | Financials | 4.84% |
| 4 | Communication Services | 3.39% |
| 5 | Healthcare | 3.07% |
