KGP
Keystone Global Partners Portfolio holdings
AUM
$184M
This Quarter Return
+8.93%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+29%)
Cap. Flow
+$29.2M
Cap. Flow
% of AUM
15.93%
Top 10 Holdings %
Top 10 Hldgs %
57.92%
Holding
218
New
18
Increased
36
Reduced
41
Closed
62
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$4.68M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$4.54M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$3.91M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$3.53M |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
$3.09M |
Top Sells
Sector Composition
| 1 | Technology | 2.79% |
| 2 | Consumer Discretionary | 0.59% |
| 3 | Communication Services | 0.57% |
| 4 | Real Estate | 0.22% |
| 5 | Financials | 0.13% |
