KFA
Kelleher Financial Advisors Portfolio holdings
AUM
$288M
This Quarter Return
-10.81%
1 Year Return
+18.58%
3 Year Return
+86.74%
5 Year Return
+154.72%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(-14%)
Cap. Flow
-$68.6K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
31.94%
Holding
131
New
11
Increased
22
Reduced
63
Closed
10
Top Buys
| 1 |
BXLT
BAXALTA INC COM STK (DE)
BXLT
|
$1.75M |
| 2 |
PRE
PARTNERRE LTD
PRE
|
$1.32M |
| 3 |
Procter & Gamble
PG
|
$730K |
| 4 |
Baidu
BIDU
|
$393K |
| 5 |
ANW
Aegean Marine Petroleum Network
ANW
|
$350K |
Top Sells
Sector Composition
| 1 | Financials | 22.75% |
| 2 | Technology | 14.24% |
| 3 | Healthcare | 13.19% |
| 4 | Energy | 10.88% |
| 5 | Industrials | 7.26% |
