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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 $388,430,125
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,907 $68,828,388 17.72%
2.
Ishares Tr
 640,210 $29,545,694 7.61%
3.
Ishares Trust
 IEF 195,692 $26,913,523 6.93%
4.
Blackrock Etf Trust
 DYNF 381,483 $25,944,630 6.68%
5.
Ishares Trust
 IEF 100,629 $22,848,859 5.88%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.