KFP

Keystone Financial Planning Portfolio holdings

AUM $345M
1-Year Est. Return 8.99%
This Quarter Est. Return
1 Year Est. Return
+8.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.57M
3
+$908K
4
KO icon
Coca-Cola
KO
+$713K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$701K

Top Sells

1
+$2.24M
2
+$2.22M
3
+$2.08M
4
ABBV icon
AbbVie
ABBV
+$929K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$668K

Sector Composition

1 Energy 19.68%
2 Healthcare 16.25%
3 Technology 15.06%
4 Consumer Staples 14.08%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.18%
+2,001
52
$210K 0.16%
4,045
53
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