We are live on ! Find out more
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
$279M
AUM Growth
-$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$833K
3
+$758K
4
LLY icon
Eli Lilly
LLY
+$620K
5
META icon
Meta Platforms (Facebook)
META
+$477K

Top Sells

1
+$72.4M
2
+$37.4M
3
+$26.2M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$24.6M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$18.5M

Sector Composition

1 Technology 37.91%
2 Financials 13.45%
3 Consumer Discretionary 11.16%
4 Communication Services 8.5%
5 Healthcare 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-27,848
177
– –
-7,063
178
– –
-3,410
179
– –
-2,015
180
– –
-16,020
181
– –
-8,968
182
– –
-7,213
183
– –
-2,655
184
– –
-6,519
185
– –
-3,220
186
– –
-8,193
187
– –
-21,783
188
– –
-8,542
189
– –
-18,465
190
– –
-5,472
191
– –
-13,353
192
– –
-69,045
193
– –
-9,113
194
– –
-25,007
195
– –
-25,667
196
– –
-8,099
197
– –
-10,361
198
– –
-5,984
199
– –
-5,929
200
– –
-11,755
6 7
8
9 10