KFP

Keystone Financial Planning Portfolio holdings

AUM $374M
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$8.33M
3
+$82.3K
4
TJX icon
TJX Companies
TJX
+$1.73K

Top Sells

1
+$8.61M
2
+$5.23M
3
+$311K
4
WBD icon
Warner Bros
WBD
+$229K
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$161K

Sector Composition

1 Consumer Staples 9.87%
2 Financials 8.8%
3 Healthcare 8.79%
4 Technology 7.09%
5 Energy 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.58%
222,842
-808
27
$1.8M 0.52%
63,814
-10,954
28
$1.79M 0.52%
9,636
29
$1.39M 0.4%
9,021
30
$1.19M 0.35%
13,259
-96
31
$1.14M 0.33%
15,554
-1,306
32
$1.03M 0.3%
21,844
33
$960K 0.28%
1,923
-13
34
$930K 0.27%
47,638
-16,811
35
$718K 0.21%
8,756
36
$709K 0.21%
8,875
37
$609K 0.18%
4,217
+13
38
$601K 0.17%
4,582
39
$452K 0.13%
4,942
40
$437K 0.13%
5,239
-294
41
$341K 0.1%
4,521
42
$328K 0.1%
4,104
-114,695
43
$308K 0.09%
2,184
44
$303K 0.09%
5,881
45
$267K 0.08%
1,085
46
$256K 0.07%
25,883
-66
1
2