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Home > Institutional Investor > Keystone Financial Services > Profile

Instuitional Investor - Keystone Financial Services

Fund Profile
Filing Period:
Fund Name: Keystone Financial Services
Portfolio Value $262,381,402
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 72,989 $41,012,373 15.63%
2.
Ishares Tr
 556,534 $25,645,087 9.77%
3.
Ishares Tr - MSCI USA QLT FCT
 123,002 $21,019,827 8.01%
4.
Ishares Trust
 IEF 210,987 $19,585,935 7.46%
5.
Blackrock Etf Trust
 350,203 $17,075,904 6.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)