KFA
Kapstone Financial Advisors Portfolio holdings
AUM
$212M
1-Year Est. Return
36%
1 Year Est. Return
+36%
AUM
$201M
AUM Growth
+$23.8M
(+13%)
Holding
126
Top Buys
| 1 | +$1.98M | |
| 2 | +$722K | |
| 3 | +$458K | |
| 4 |
Uber
UBER
|
+$415K |
| 5 |
YieldMax MSTR Option Income Strategy ETF
MSTY
|
+$401K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$476K | |
| 3 | +$434K | |
| 4 |
iShares Core High Dividend ETF
HDV
|
+$366K |
| 5 |
Eli Lilly
LLY
|
+$208K |
Sector Composition
| 1 | Technology | 32.78% |
| 2 | Financials | 6.28% |
| 3 | Communication Services | 6.15% |
| 4 | Consumer Staples | 5.09% |
| 5 | Healthcare | 3.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Agnico Eagle Mines
AEM
$84.3B
| – | – |
-12,000
|
|