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
126
$6.75K ﹤0.01%
+115
127
$6.59K ﹤0.01%
+42
128
$6.14K ﹤0.01%
+10
129
$5.83K ﹤0.01%
+114
130
$5.81K ﹤0.01%
+66
131
$5.4K ﹤0.01%
+331
132
$4.62K ﹤0.01%
+174
133
$4.22K ﹤0.01%
+19
134
$4.17K ﹤0.01%
+49
135
$3.12K ﹤0.01%
+23
136
$3.1K ﹤0.01%
+20
137
$3.08K ﹤0.01%
+63
138
$2.94K ﹤0.01%
+56
139
$1.95K ﹤0.01%
+15
140
$1.66K ﹤0.01%
+16
141
$1.63K ﹤0.01%
+13
142
$1.6K ﹤0.01%
+8
143
$1.28K ﹤0.01%
+23
144
$1.01K ﹤0.01%
+43
145
$871 ﹤0.01%
+100
146
$544 ﹤0.01%
+1
147
$496 ﹤0.01%
+5
148
$381 ﹤0.01%
+166
149
$258 ﹤0.01%
+1
150
$256 ﹤0.01%
+1
4 5
6
7 8