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
$188M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.1M
3
+$695K
4
PYPL icon
PayPal
PYPL
+$514K
5
AAPL icon
Apple
AAPL
+$495K

Top Sells

1
+$2.72M
2
+$741K
3
+$662K
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$610K
5
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$494K

Sector Composition

1 Technology 15.94%
2 Financials 6.76%
3 Healthcare 5.81%
4 Consumer Discretionary 5.03%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$850K 0.45%
3,403
-10,897
52
$850K 0.45%
14,809
-106
53
$849K 0.45%
16,833
+6,466
54
$848K 0.45%
21,296
+2,385
55
$817K 0.43%
1,050
-4
56
$790K 0.42%
16,074
+8,366
57
$765K 0.41%
616,745
+71,040
58
$755K 0.4%
30,848
-355
59
$733K 0.39%
1,843
-298
60
$726K 0.39%
4,288
+95
61
$722K 0.38%
42,448
+350
62
$706K 0.37%
4,779
-277
63
$695K 0.37%
+6,314
64
$681K 0.36%
4,303
+357
65
$678K 0.36%
24,447
+2,362
66
$668K 0.35%
12,550
67
$645K 0.34%
7,629
+113
68
$637K 0.34%
3,625
+271
69
$633K 0.34%
7,139
-343
70
$621K 0.33%
9,719
+1,006
71
$620K 0.33%
233,018
+18,408
72
$614K 0.33%
48,500
-750
73
$610K 0.32%
2,393
+376
74
$603K 0.32%
22,437
-633
75
$601K 0.32%
1,143
-198
1 2
3
4 5