KFA

Kapstone Financial Advisors Portfolio holdings

AUM $201M
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$5M
2 +$4.91M
3 +$279K
4
LW icon
Lamb Weston
LW
+$253K
5
TMUS icon
T-Mobile US
TMUS
+$236K

Sector Composition

1 Technology 21.43%
2 Consumer Staples 7.24%
3 Financials 6.81%
4 Communication Services 6.76%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-438