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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$5.2M
3
+$4.67M
4
TTE icon
TotalEnergies
TTE
+$4.65M
5
DHS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16K 0.01%
+168
77
$15K 0.01%
+589
78
$11K 0.01%
+166
79
$10K 0.01%
+1,000
80
$10K 0.01%
+715
81
$8K 0.01%
+300
82
$8K 0.01%
+130
83
$7K 0.01%
+700
84
$6K ﹤0.01%
+50
85
$5K ﹤0.01%
+170
86
$4K ﹤0.01%
+113
87
$4K ﹤0.01%
+57
88
$3K ﹤0.01%
+52
89
$3K ﹤0.01%
+351
90
$2K ﹤0.01%
+57
91
$1K ﹤0.01%
+30
92
$1K ﹤0.01%
+8
93
$1K ﹤0.01%
+10
94
$0 ﹤0.01%
+2
95
$0 ﹤0.01%
+3
96
$0 ﹤0.01%
+1
97
$0 ﹤0.01%
+4
1 2 3
4