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
-$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$870K
2 +$604K
3 +$205K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$121K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$58.1K

Top Sells

1 +$4.74M
2 +$4.71M
3 +$261K
4
TMUS icon
T-Mobile US
TMUS
+$236K
5
LW icon
Lamb Weston
LW
+$231K

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
-5,704