KFA

Kapstone Financial Advisors Portfolio holdings

AUM $201M
1-Year Est. Return 37.92%
This Quarter Est. Return
1 Year Est. Return
+37.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.79M
2 +$393K
3 +$225K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$223K
5
RTX icon
RTX Corp
RTX
+$209K

Top Sells

1 +$1.78M
2 +$328K
3 +$256K
4
GNK icon
Genco Shipping & Trading
GNK
+$242K
5
NUE icon
Nucor
NUE
+$228K

Sector Composition

1 Technology 19.99%
2 Consumer Staples 7.93%
3 Healthcare 7.04%
4 Communication Services 6.56%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,595
102
-6,620
103
-4,662
104
-5,704