KGP

Keystone Global Partners Portfolio holdings

AUM $196M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.4M
3
+$10.6M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.82%
2 Consumer Discretionary 0.65%
3 Communication Services 0.5%
4 Real Estate 0.29%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46.6K 0.03%
+454
77
$45K 0.03%
+209
78
$44.9K 0.03%
+478
79
$44.4K 0.03%
+309
80
$41.5K 0.03%
+1,148
81
$41.4K 0.03%
+582
82
$39.1K 0.03%
+3,424
83
$36.2K 0.03%
+2,611
84
$32.2K 0.02%
+7
85
$31.8K 0.02%
+786
86
$30.9K 0.02%
+58
87
$30.9K 0.02%
+62
88
$30.7K 0.02%
+56
89
$29.6K 0.02%
+1,392
90
$27.7K 0.02%
+335
91
$27.6K 0.02%
+907
92
$27.3K 0.02%
+279
93
$26.1K 0.02%
+449
94
$25.9K 0.02%
+74
95
$23.7K 0.02%
+79
96
$23K 0.02%
+413
97
$22.1K 0.02%
+366
98
$21.7K 0.02%
+93
99
$21.5K 0.02%
+1,580
100
$21.5K 0.02%
+333
2 3
4
5 6