KCFA
Key Client Fiduciary Advisors Portfolio holdings
AUM
$289M
1-Year Est. Return
24.6%
This Fund
S&P 500
1 Year Est. Return
+24.6%
AUM
$289M
AUM Growth
-$8.08M
(-2.7%)
Holding
231
Top Buys
| 1 | +$5.41M | |
| 2 | +$5.01M | |
| 3 | +$2.38M | |
| 4 |
Invesco Galaxy Bitcoin ETF
BTCO
|
+$1.84M |
| 5 |
AAM Transformers ETF
TRFM
|
+$790K |
Top Sells
| 1 | +$4.67M | |
| 2 | +$2.06M | |
| 3 | +$1.72M | |
| 4 |
PayPal
PYPL
|
+$1.47M |
| 5 |
Abbott
ABT
|
+$801K |
Sector Composition
| 1 | Technology | 15.54% |
| 2 | Financials | 11.07% |
| 3 | Consumer Discretionary | 5.87% |
| 4 | Communication Services | 3.65% |
| 5 | Consumer Staples | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Texas Instruments
TXN
$190B
| – | – |
-1,168
|
|
||
227
UnitedHealth
UNH
$267B
| – | – |
-757
|
|
||
228
United Parcel Service
UPS
$97.2B
| – | – |
-2,838
|
|
||
229
Amplify CEF High Income ETF
YYY
$713M
| – | – |
-13,357
|
|
||
|
BKDV
230
BNY Mellon Dynamic Value ETF
BKDV
$976M
| – | – |
-73,945
|
|
||
|
STRK
231
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$585M
| – | – |
-2,967
|
|