KCFA
Key Client Fiduciary Advisors Portfolio holdings
AUM
$244M
This Quarter Return
-13.91%
1 Year Return
+19.27%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-17%)
Cap. Flow
-$1.9M
Cap. Flow
% of AUM
-1.86%
Top 10 Holdings %
Top 10 Hldgs %
44.25%
Holding
124
New
7
Increased
55
Reduced
43
Closed
15
Top Buys
| 1 |
Amazon
AMZN
|
$1.6M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$1.5M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.3M |
| 4 |
Annaly Capital Management
NLY
|
$448K |
| 5 |
Leap Therapeutics
LPTX
|
$405K |
Top Sells
Sector Composition
| 1 | Technology | 13.08% |
| 2 | Financials | 6.51% |
| 3 | Healthcare | 6.08% |
| 4 | Real Estate | 3.55% |
| 5 | Communication Services | 3.39% |
