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
101
$475K 0.25%
1,822
+52
102
$473K 0.25%
5,008
+1,198
103
$469K 0.25%
4,905
-1,236
104
$466K 0.25%
4,598
+1,130
105
$464K 0.25%
2,651
-67
106
$453K 0.24%
+5,222
107
$442K 0.23%
2,303
+55
108
$430K 0.23%
6,086
+11
109
$430K 0.23%
5,987
-1
110
$425K 0.23%
11,478
+249
111
$424K 0.23%
268,655
-67,965
112
$424K 0.23%
1,715
+43
113
$420K 0.22%
6,862
+2,567
114
$418K 0.22%
2,700
-900
115
$404K 0.21%
1,432
+39
116
$402K 0.21%
7,242
-1,200
117
$399K 0.21%
21,921
+13
118
$395K 0.21%
2,818
-653
119
$390K 0.21%
7,774
+1,162
120
$387K 0.21%
9,174
+19
121
$382K 0.2%
18,029
+1,628
122
$379K 0.2%
28,530
+2,344
123
$379K 0.2%
5,917
+1,172
124
$370K 0.2%
6,390
+1,278
125
$365K 0.19%
+7,575
3 4
5
6 7