KGP
Keystone Global Partners Portfolio holdings
AUM
$184M
This Quarter Return
-1.49%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
–
Cap. Flow
+$143M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
55.54%
Holding
200
New
197
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$13.7M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12.4M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.6M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$7.59M |
| 5 |
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% |
