KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.11B
1-Year Return
22.11%
This Quarter Return
+11.36%
1 Year Return
+22.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$407M
AUM Growth
+$39.4M
(+11%)
Cap. Flow
+$5.76M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
38.11%
Holding
243
New
17
Increased
107
Reduced
98
Closed
7
Top Buys
Top Sells
| 1 |
Intel
INTC
|
$2.89M |
| 2 |
Apple
AAPL
|
$1.91M |
| 3 |
iShares International Select Dividend ETF
IDV
|
$1.15M |
| 4 |
International Paper
IP
|
$811K |
| 5 |
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
|
$806K |
Sector Composition
| 1 | Technology | 12.78% |
| 2 | Consumer Discretionary | 7.47% |
| 3 | Financials | 4.48% |
| 4 | Communication Services | 4.22% |
| 5 | Healthcare | 3.55% |
