KBC
Key Bridge Compliance Portfolio holdings
AUM
$319M
This Quarter Return
-2.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$319M
AUM Growth
–
Cap. Flow
+$319M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.03%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$28.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$22.6M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$15.8M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$13.3M |
| 5 |
Apple
AAPL
|
$13.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 9.88% |
| 2 | Technology | 8.14% |
| 3 | Consumer Discretionary | 8.1% |
| 4 | Energy | 7.38% |
| 5 | Financials | 5.35% |
