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
$172M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$631K
3
+$610K
4
PYPL icon
PayPal
PYPL
+$388K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$370K

Top Sells

1
+$4.68M
2
+$3M
3
+$1.2M
4
AAPL icon
Apple
AAPL
+$621K
5
PRU icon
Prudential Financial
PRU
+$465K

Sector Composition

1 Technology 17.13%
2 Financials 6.47%
3 Healthcare 5.63%
4 Consumer Discretionary 4.85%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$531K 0.31%
14,699
-3,917
77
$529K 0.31%
8,713
-731
78
$524K 0.3%
17,784
-510
79
$521K 0.3%
10,367
-838
80
$515K 0.3%
31,123
+4,361
81
$514K 0.3%
21,740
+8,600
82
$514K 0.3%
6,506
+314
83
$513K 0.3%
5,645
-43
84
$513K 0.3%
3,499
-119
85
$505K 0.29%
7,179
+191
86
$494K 0.29%
12,403
87
$493K 0.29%
3,600
-300
88
$480K 0.28%
14,104
+550
89
$475K 0.28%
9,128
+1,286
90
$463K 0.27%
12,319
-124,377
91
$462K 0.27%
2,718
-44
92
$455K 0.26%
18,955
93
$449K 0.26%
2,017
-60
94
$447K 0.26%
8,442
-162
95
$443K 0.26%
8,761
-413
96
$442K 0.26%
6,116
97
$436K 0.25%
7,620
-565
98
$433K 0.25%
9,876
+195
99
$432K 0.25%
2,104
+5
100
$428K 0.25%
1,770
-168
2 3
4
5 6