KFA
Kelleher Financial Advisors Portfolio holdings
AUM
$288M
This Quarter Return
+5.07%
1 Year Return
+18.58%
3 Year Return
+86.74%
5 Year Return
+154.72%
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.55%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
3D Systems Corporation
DDD
|
$21.9M |
| 2 |
Park-Ohio Holdings
PKOH
|
$9.48M |
| 3 |
Kinder Morgan
KMI
|
$5.82M |
| 4 |
Fidelity National Financial
FNF
|
$5.34M |
| 5 |
Eagle Materials
EXP
|
$5.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 17.3% |
| 3 | Energy | 12.83% |
| 4 | Industrials | 8.76% |
| 5 | Materials | 7.47% |
