KFA

Kays Financial Advisory Portfolio holdings

AUM $622M
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.17M
3
+$1.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.76M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M

Top Sells

1
+$1.39M
2
+$1.05M
3
+$960K
4
EAT icon
Brinker International
EAT
+$904K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$436K

Sector Composition

1 Consumer Staples 4.27%
2 Technology 3.9%
3 Consumer Discretionary 3.77%
4 Industrials 3.53%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-18,246
77
– –
-15,854
1 2 3
4