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
$147M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$1.02M
3 +$934K
4
FTGS icon
First Trust Growth Strength ETF
FTGS
+$369K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$266K

Sector Composition

1 Technology 25.51%
2 Communication Services 6.58%
3 Financials 6.43%
4 Healthcare 6.09%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.14%
+700
102
$82.3K 0.06%
10,035