KI

Keystone Investors Portfolio holdings

AUM $1.11B
1-Year Est. Return 121.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+121.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$52.9M
3
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$31.5M
5
AGX icon
Argan
AGX
+$28.9M

Top Sells

1
+$52.4M
2
+$35.5M
3
+$28.8M
4
META icon
Meta Platforms (Facebook)
META
+$28.5M
5
ATI icon
ATI
ATI
+$22.2M

Sector Composition

1 Technology 33.62%
2 Consumer Discretionary 22.68%
3 Communication Services 16.72%
4 Healthcare 9.61%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RBLX icon
51
Roblox
RBLX
$40B
$1.99M 0.18%
24,500
+18,945
ORCL icon
52
Oracle
ORCL
$446B
$1.35M 0.12%
6,911
-23,137
FIX icon
53
Comfort Systems
FIX
$48B
$1.32M 0.12%
+1,416
DASH icon
54
DoorDash
DASH
$70.1B
$1.2M 0.11%
+5,303
SGML icon
55
Sigma Lithium
SGML
$1.23B
$1.1M 0.1%
+83,600
TEAM icon
56
Atlassian
TEAM
$19.8B
$1.06M 0.09%
6,516
-50,548
GM icon
57
General Motors
GM
$65.4B
$1.01M 0.09%
12,426
+5,386
FWONK icon
58
Liberty Media Series C
FWONK
$21B
$918K 0.08%
+9,319
SEI
59
Solaris Energy Infrastructure
SEI
$2.76B
$895K 0.08%
+19,476
SOLS
60
Solstice Advanced Materials
SOLS
$11.6B
$857K 0.08%
+17,642
RIOT icon
61
Riot Platforms
RIOT
$5.32B
$784K 0.07%
61,853
-286,147
LOW icon
62
Lowe's Companies
LOW
$133B
$778K 0.07%
+3,225
EBAY icon
63
eBay
EBAY
$40.9B
$748K 0.07%
8,586
-30,080
IESC icon
64
IES Holdings
IESC
$8.82B
$675K 0.06%
+1,734
NTES icon
65
NetEase
NTES
$74.4B
$626K 0.06%
+4,546
IREN icon
66
Iris Energy
IREN
$13.8B
$605K 0.05%
16,020
+11,100
GRAB icon
67
Grab
GRAB
$15.2B
$570K 0.05%
+114,217
GAP
68
The Gap Inc
GAP
$8.64B
$522K 0.05%
20,400
+3,800
ACN icon
69
Accenture
ACN
$121B
$517K 0.05%
+1,928
CVNA icon
70
Carvana
CVNA
$42.8B
$498K 0.04%
+1,181
MDB icon
71
MongoDB
MDB
$21B
$439K 0.04%
1,045
-1,354
NET icon
72
Cloudflare
NET
$74.8B
$407K 0.04%
+2,064
LEU icon
73
Centrus Energy
LEU
$4.12B
$405K 0.04%
+1,670
OKLO
74
Oklo
OKLO
$9.12B
$361K 0.03%
+5,030
AVAV icon
75
AeroVironment
AVAV
$10.3B
$267K 0.02%
1,102
-6,378
1 2
3
4 5