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
$336M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.43M
3
+$261K
4
VZ icon
Verizon
VZ
+$99.8K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$98.7K

Top Sells

1
+$8.87M
2
+$1.92M
3
+$208K
4
PNW icon
Pinnacle West Capital
PNW
+$115K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$69K

Sector Composition

1 Financials 12.44%
2 Healthcare 9.58%
3 Consumer Staples 7.07%
4 Technology 6.03%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.79%
22,205
-172
27
$2.31M 0.69%
224,919
28
$2.23M 0.66%
8,974
-835
29
$2.08M 0.62%
107,994
30
$1.66M 0.49%
10,000
31
$1.54M 0.46%
9,021
32
$1.28M 0.38%
16,865
33
$1.26M 0.38%
22,792
34
$906K 0.27%
7,024
-14,865
35
$865K 0.26%
1,936
36
$832K 0.25%
8,875
37
$722K 0.22%
8,756
38
$688K 0.21%
64,142
39
$546K 0.16%
4,983
40
$510K 0.15%
4,190
+13
41
$459K 0.14%
5,581
-18
42
$447K 0.13%
4,942
43
$338K 0.1%
1,085
44
$306K 0.09%
4,521
45
$245K 0.07%
5,881
46
$228K 0.07%
26,130
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