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
$308M
AUM Growth
+$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.74M
3
+$4.22M
4
BMY icon
Bristol-Myers Squibb
BMY
+$553K
5
UPS icon
United Parcel Service
UPS
+$311K

Top Sells

1
+$9.83M
2
+$7.35M
3
+$7.1M
4
MSFT icon
Microsoft
MSFT
+$532K
5
GSK icon
GSK
GSK
+$324K

Sector Composition

1 Utilities 9.66%
2 Consumer Staples 9.51%
3 Technology 6.96%
4 Healthcare 6.95%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-90,804
1 2
3