KFSN

Keystone Financial Services (Nebraska) Portfolio holdings

AUM $147M
1-Year Est. Return 13.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$592K
2
+$456K
3
+$372K
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$336K
5
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$326K

Top Sells

1
+$194K
2
+$102K
3
+$75.5K
4
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$70.6K
5
LW icon
Lamb Weston
LW
+$53.5K

Sector Composition

1 Financials 2.5%
2 Technology 2.35%
3 Consumer Discretionary 1.23%
4 Industrials 1.08%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.16%
1,100
-2
1 2
3