KFGK

Keystone Financial Group (Kentucky) Portfolio holdings

AUM $1.35B
1-Year Est. Return 24.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
-$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.43M
3
+$2.08M
4
SH icon
ProShares Short S&P500
SH
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M

Top Sells

1
+$5.27M
2
+$4.12M
3
+$1.98M
4
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$1.15M
5
CSB icon
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
+$769K

Sector Composition

1 Technology 11.43%
2 Consumer Discretionary 5.15%
3 Financials 4.72%
4 Communication Services 4.29%
5 Healthcare 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$27K 0.01%
18,199
202
– –
0
203
$17K 0.01%
159
+41
204
$4K ﹤0.01%
24,238
205
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-1,515
206
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207
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208
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215
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