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
101
$21.1K 0.01%
+347
102
$19.8K 0.01%
+104
103
$18.5K 0.01%
+234
104
$18.3K 0.01%
+68
105
$17.8K 0.01%
+192
106
$16.5K 0.01%
+53
107
$16.3K 0.01%
+280
108
$15.5K 0.01%
+127
109
$15.2K 0.01%
+520
110
$13.3K 0.01%
+109
111
$13.3K 0.01%
+20
112
– –
0
113
$13K 0.01%
+123
114
$11.7K 0.01%
+1,355
115
$11.4K 0.01%
+300
116
$11.4K 0.01%
+23
117
$11.4K 0.01%
+70
118
$11.3K 0.01%
+1,076
119
$10.8K 0.01%
+60
120
$10.3K 0.01%
+196
121
$9.54K 0.01%
+131
122
$9.31K 0.01%
+315
123
$8.61K 0.01%
+50
124
$7.71K 0.01%
+151
125
– –
0
3 4
5
6 7