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
$160M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.06M
3
+$884K
4
PRU icon
Prudential Financial
PRU
+$646K
5
IEP icon
Icahn Enterprises
IEP
+$634K

Top Sells

1
+$4.66M
2
+$251K
3
+$236K
4
WFC icon
Wells Fargo
WFC
+$207K
5
FMC icon
FMC
FMC
+$202K

Sector Composition

1 Technology 16.28%
2 Healthcare 6.14%
3 Financials 5.81%
4 Communication Services 4.9%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$487K 0.3%
17,259
-491
77
$477K 0.3%
3,257
78
$471K 0.29%
9,010
-770
79
$471K 0.29%
6,061
80
$444K 0.28%
6,378
+703
81
$444K 0.28%
1,792
+28
82
$441K 0.28%
8,840
+1,400
83
$438K 0.27%
4,468
-370
84
$438K 0.27%
1,338
-32
85
$426K 0.27%
5,603
+1,457
86
$426K 0.27%
7,800
-240
87
$425K 0.27%
12,455
-15
88
$424K 0.26%
15,928
-2,870
89
$409K 0.26%
2,047
+50
90
$409K 0.26%
+17,496
91
$407K 0.25%
16,686
+3,123
92
$401K 0.25%
4,845
+1,092
93
$399K 0.25%
1,880
-215
94
$388K 0.24%
13,686
-294
95
$386K 0.24%
1,820
-164
96
$382K 0.24%
10,078
+548
97
$381K 0.24%
989
98
$381K 0.24%
9,200
+500
99
$374K 0.23%
18,468
+182
100
$370K 0.23%
2,662
+84
2 3
4
5 6