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
76
$578K 0.31%
7,587
+408
77
$575K 0.31%
18,313
+529
78
$553K 0.29%
755
+121
79
$550K 0.29%
9,462
+334
80
$535K 0.28%
7,008
-2,545
81
$531K 0.28%
4,010
+340
82
$519K 0.28%
8,440
+1,383
83
$517K 0.27%
6,481
-25
84
$511K 0.27%
2,104
85
$509K 0.27%
12,074
-245
86
$507K 0.27%
12,992
-1,707
87
$503K 0.27%
997
+42
88
$500K 0.27%
5,502
-143
89
$499K 0.26%
2,556
+143
90
$498K 0.26%
42,948
+11,825
91
$498K 0.26%
11,486
+1,610
92
$498K 0.26%
3,154
-485
93
$497K 0.26%
3,264
+763
94
$495K 0.26%
14,228
+3,065
95
$494K 0.26%
7,976
+356
96
$492K 0.26%
1,178
+252
97
$487K 0.26%
3,002
-497
98
$483K 0.26%
2,344
-1,555
99
$482K 0.26%
9,654
+893
100
$481K 0.26%
15,759
+2,227
2 3
4
5 6