KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.11B
This Quarter Return
+3.79%
1 Year Return
+22.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
–
Cap. Flow
+$161M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$14.9M |
| 2 |
Apple
AAPL
|
$11.2M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$10.5M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.72M |
| 5 |
CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
CSF
|
$9.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.64% |
| 2 | Consumer Discretionary | 4.59% |
| 3 | Communication Services | 4.24% |
| 4 | Financials | 3.61% |
| 5 | Consumer Staples | 2.49% |
