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
$438M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$21.9M
3
+$19.9M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$18.7M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$16M

Top Sells

1
+$15.5M
2
+$3.19M
3
+$2.78M
4
VZ icon
Verizon
VZ
+$2.72M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.57M

Sector Composition

1 Financials 3.66%
2 Industrials 2.95%
3 Technology 2.94%
4 Consumer Discretionary 2.18%
5 Healthcare 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
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