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
176
$48 ﹤0.01%
+1
177
$47 ﹤0.01%
+1
178
$45 ﹤0.01%
+1
179
$45 ﹤0.01%
+1
180
$42 ﹤0.01%
+1
181
$40 ﹤0.01%
+1
182
$38 ﹤0.01%
+1
183
$38 ﹤0.01%
+1
184
– –
0
185
$37 ﹤0.01%
+1
186
$34 ﹤0.01%
+1
187
$34 ﹤0.01%
+1
188
$29 ﹤0.01%
+1
189
$29 ﹤0.01%
+1
190
$29 ﹤0.01%
+1
191
$29 ﹤0.01%
+1
192
$27 ﹤0.01%
+1
193
$24 ﹤0.01%
+1
194
$23 ﹤0.01%
+1
195
$22 ﹤0.01%
+1
196
$22 ﹤0.01%
+1
197
$21 ﹤0.01%
+1
198
$20 ﹤0.01%
+1
199
$20 ﹤0.01%
+1
200
$19 ﹤0.01%
+1
4 5 6 7
8