KCFA
Key Client Fiduciary Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+5.36%
1 Year Return
+19.27%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.95%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6M |
| 2 |
SPDR S&P Bank ETF
KBE
|
$5.9M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$5.38M |
| 4 |
First Trust Natural Gas ETF
FCG
|
$4.88M |
| 5 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$4.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.51% |
| 2 | Financials | 5.58% |
| 3 | Healthcare | 5.52% |
| 4 | Communication Services | 3.61% |
| 5 | Consumer Discretionary | 3.58% |
