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
$302M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$6.82M
3
+$6.16M
4
BNS icon
Scotiabank
BNS
+$5.83M
5
SOLV icon
Solventum
SOLV
+$911K

Top Sells

1
+$8.67M
2
+$7.35M
3
+$7.19M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$6.81M
5
UL icon
Unilever
UL
+$6.46M

Sector Composition

1 Financials 10.41%
2 Consumer Staples 7.97%
3 Technology 7.44%
4 Healthcare 6.28%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-38,378
52
– –
-82,841
53
– –
-11,677
54
– –
-114,360
1 2
3