KFSN

Keystone Financial Services (Nebraska) Portfolio holdings

AUM $132M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.3M
3
+$11.2M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$8.32M
5
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$6.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.35%
2 Financials 2.01%
3 Consumer Discretionary 0.76%
4 Consumer Staples 0.57%
5 Energy 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$623K 0.57%
+9,327
27
$587K 0.54%
+2,677
28
$574K 0.53%
+15,999
29
$531K 0.49%
+1,896
30
$469K 0.43%
+12,620
31
$439K 0.4%
+1,731
32
$429K 0.39%
+3,991
33
$403K 0.37%
+15,584
34
$396K 0.36%
+1,499
35
$329K 0.3%
+611
36
$324K 0.3%
+1,347
37
$275K 0.25%
+17,856
38
$267K 0.24%
+455
39
$263K 0.24%
+2,638
40
$246K 0.23%
+608
41
$245K 0.22%
+12,654
42
$231K 0.21%
+2,860
43
$224K 0.21%
+2,025
44
$202K 0.19%
+479
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