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

Top Buys

1 +$7.12M
2 +$6.02M
3 +$4.31M
4
BMY icon
Bristol-Myers Squibb
BMY
+$589K
5
UPS icon
United Parcel Service
UPS
+$304K

Top Sells

1 +$10.2M
2 +$7.43M
3 +$7.35M
4
MSFT icon
Microsoft
MSFT
+$553K
5
XOM icon
Exxon Mobil
XOM
+$340K

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