KFP

Keystone Financial Planning Portfolio holdings

AUM $344M
1-Year Est. Return 4.23%
This Quarter Est. Return
1 Year Est. Return
+4.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.3M
3
+$297K
4
KO icon
Coca-Cola
KO
+$263K
5
XOM icon
Exxon Mobil
XOM
+$236K

Top Sells

1
+$2.58M
2
+$2.12M
3
+$1.04M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$148K
5
MSFT icon
Microsoft
MSFT
+$87.1K

Sector Composition

1 Consumer Staples 22.17%
2 Technology 15.98%
3 Industrials 13.18%
4 Healthcare 11.87%
5 Energy 11.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 2.09%
29,437
-18,066
27
$3.23M 1.95%
129,656
-103,480
28
$3.22M 1.95%
53,745
-489
29
$2.93M 1.77%
22,622
+17,779
30
$2.88M 1.75%
52,955
-176
31
$2.27M 1.38%
32,965
-1,264
32
$1.98M 1.2%
41,277
-610
33
$1.88M 1.14%
12,295
+7
34
$1.75M 1.06%
48,532
+28
35
$1.36M 0.83%
12,351
+433
36
$1.17M 0.71%
23,581
-560
37
$1.02M 0.62%
22,186
38
$652K 0.39%
8,800
39
$554K 0.34%
5,008
+2,681
40
$527K 0.32%
6,768
41
$486K 0.29%
5,837
42
$419K 0.25%
2,433
43
$374K 0.23%
6,755
44
$368K 0.22%
5,076
45
$348K 0.21%
2,001
46
$343K 0.21%
7,169
47
$232K 0.14%
4,281
1
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