KCFA

Key Client Fiduciary Advisors Portfolio holdings

AUM $297M
1-Year Est. Return 26.79%
This Quarter Est. Return
1 Year Est. Return
+26.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$768K
2
+$632K
3
+$439K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$366K

Top Sells

1
+$582K
2
+$324K
3
+$262K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$221K
5
PPL icon
PPL Corp
PPL
+$210K

Sector Composition

1 Technology 17.25%
2 Financials 6.09%
3 Healthcare 5.49%
4 Consumer Discretionary 4.51%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$734K 0.43%
8,222
+180
52
$730K 0.43%
5,503
-778
53
$729K 0.42%
10,919
+50
54
$711K 0.41%
14,318
+1,001
55
$667K 0.39%
8,984
+540
56
$662K 0.39%
5,739
-105
57
$656K 0.38%
12,963
+11
58
$649K 0.38%
4,127
+2
59
$647K 0.38%
12,906
-28
60
$614K 0.36%
3,781
+141
61
$606K 0.35%
8,166
-2,154
62
$598K 0.35%
7,877
-390
63
$596K 0.35%
27,133
+16,678
64
$595K 0.35%
1,461
+20
65
$593K 0.34%
4,100
-31
66
$578K 0.34%
3,861
+336
67
$572K 0.33%
45,989
-1,900
68
$565K 0.33%
17,770
+341
69
$561K 0.33%
1,258
-8
70
$542K 0.32%
12,100
+2,900
71
$541K 0.31%
3,563
+76
72
$539K 0.31%
3,257
73
$528K 0.31%
7,933
+30
74
$514K 0.3%
22,436
+4,940
75
$513K 0.3%
9,916
+906
1 2
3
4 5