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Home > Institutional Investor > Keystone Financial Group > Profile

Instuitional Investor - Keystone Financial Group

Fund Profile
Filing Period:
Fund Name: Keystone Financial Group
Portfolio Value $575,172,207
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 133,661 $63,530,572 11.04%
2.
Spdr Series Trust
 799,446 $44,689,054 7.76%
3.
Apple Inc.
 AAPL 193,120 $37,181,473 6.46%
4.
Vanguard Total
 98,295 $23,317,460 4.05%
5.
Microsoft Corp
 MSFT 43,656 $16,416,395 2.85%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)