KFA

Kelleher Financial Advisors Portfolio holdings

AUM $288M
1-Year Est. Return 18.58%
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$1.32M
3 +$730K
4
BIDU icon
Baidu
BIDU
+$393K
5
ANW
Aegean Marine Petroleum Network
ANW
+$350K

Sector Composition

1 Financials 22.75%
2 Technology 14.24%
3 Healthcare 13.19%
4 Energy 10.88%
5 Industrials 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
+18,000