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
$456M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.2M
3
+$9.86M
4
KDP icon
Keurig Dr Pepper
KDP
+$3.18M
5
AAPL icon
Apple
AAPL
+$2.71M

Top Sells

1
+$17.8M
2
+$13.5M
3
+$2.72M
4
IBM icon
IBM
IBM
+$2.28M
5
AFL icon
Aflac
AFL
+$1.42M

Sector Composition

1 Industrials 3.11%
2 Technology 2.87%
3 Financials 2.65%
4 Consumer Discretionary 2.29%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,873
77
– –
-10,000
78
– –
-19,603
79
– –
-1
80
– –
-255,785
81
– –
-10,000
1 2 3
4