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
151
$245 ﹤0.01%
+3
152
$219 ﹤0.01%
+4
153
$197 ﹤0.01%
+2
154
$188 ﹤0.01%
+1
155
$120 ﹤0.01%
+1
156
$116 ﹤0.01%
+2
157
$114 ﹤0.01%
+1
158
$106 ﹤0.01%
+1
159
$105 ﹤0.01%
+1
160
$103 ﹤0.01%
+1
161
$102 ﹤0.01%
+1
162
$95 ﹤0.01%
+1
163
$92 ﹤0.01%
+1
164
$89 ﹤0.01%
+4
165
$81 ﹤0.01%
+1
166
$75 ﹤0.01%
+1
167
$72 ﹤0.01%
+1
168
$70 ﹤0.01%
+1
169
$70 ﹤0.01%
+1
170
$58 ﹤0.01%
+1
171
$54 ﹤0.01%
+1
172
$54 ﹤0.01%
+1
173
$51 ﹤0.01%
+1
174
$49 ﹤0.01%
+1
175
$49 ﹤0.01%
+1
4 5 6
7
8