KFA
Kabarec Financial Advisors Portfolio holdings
AUM
$131M
1 Year Est. Return
–
AUM
$131M
AUM Growth
-$27.1M
(-17%)
Holding
102
Top Buys
| 1 | +$232K | |
| 2 | +$221K | |
| 3 | +$204K | |
| 4 |
Verizon
VZ
|
+$200K |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
+$177K |
Top Sells
| 1 | +$11.7M | |
| 2 | +$1.81M | |
| 3 | +$1.42M | |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$1.3M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.19M |
Sector Composition
| 1 | Technology | 5.37% |
| 2 | Communication Services | 3.18% |
| 3 | Financials | 1.84% |
| 4 | Industrials | 0.75% |
| 5 | Healthcare | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P Biotech ETF
XBI
$8.17B
| – | – |
-140
|
|
||
|
BSJJ
102
DELISTED
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
| – | – |
-1,905
|
|