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
$133M
AUM Growth
+$3.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.18M
3
+$1.1M
4
WEC icon
WEC Energy
WEC
+$1.04M
5
SYY icon
Sysco
SYY
+$561K

Top Sells

1
+$4.09M
2
+$1.3M
3
+$1.24M
4
FHI icon
Federated Hermes
FHI
+$1.09M
5
JNJ icon
Johnson & Johnson
JNJ
+$621K

Sector Composition

1 Consumer Staples 18.29%
2 Technology 17.45%
3 Energy 16.11%
4 Healthcare 14.22%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-35,594
52
– –
-17,040
53
– –
-5,468
1 2
3