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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 $293,956,856
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 561,310 $25,949,371 8.83%
2.
Ishares Trust
 IEF 38,382 $23,831,241 8.11%
3.
Ishares Tr - MSCI USA QLT FCT
 128,858 $23,557,738 8.01%
4.
Ishares Tr - EAFE VALUE ETF
 344,429 $21,864,327 7.44%
5.
Ishares Trust
 IEF 182,819 $20,128,325 6.85%
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)