KFGK
Keystone Financial Group (Kentucky) Portfolio holdings
AUM
$1.11B
This Quarter Return
+7.21%
1 Year Return
+22.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$588M
AUM Growth
–
Cap. Flow
+$588M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.61%
Holding
302
New
302
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$60.6M |
| 2 |
Apple
AAPL
|
$38.3M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$23M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$21.3M |
| 5 |
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
|
$19.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Financials | 5.06% |
| 3 | Consumer Discretionary | 4.86% |
| 4 | Healthcare | 3.31% |
| 5 | Consumer Staples | 3.03% |
