KFP
Keystone Financial Planning Portfolio holdings
AUM
$331M
This Quarter Return
+8.26%
1 Year Return
+9.78%
3 Year Return
+13.41%
5 Year Return
+50.79%
10 Year Return
+89.39%
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.52%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Lockheed Martin
LMT
|
$6.53M |
| 2 |
Procter & Gamble
PG
|
$5.2M |
| 3 |
Pfizer
PFE
|
$4.67M |
| 4 |
TotalEnergies
TTE
|
$4.65M |
| 5 |
WisdomTree US High Dividend Fund
DHS
|
$4.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 17.8% |
| 2 | Energy | 14.81% |
| 3 | Technology | 13.94% |
| 4 | Consumer Staples | 13.17% |
| 5 | Industrials | 7.02% |
