KFSN
Keystone Financial Services (Nebraska) Portfolio holdings
AUM
$132M
This Quarter Return
+0.79%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.18%
Holding
44
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
$13.8M |
| 2 |
Putnam Focused Large Cap Value ETF
PVAL
|
$11.3M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$11.2M |
| 4 |
Pacer Swan SOS Fund of Funds ETF
PSFF
|
$8.32M |
| 5 |
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% |
