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
$146M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.44M
3
+$2.22M
4
PRU icon
Prudential Financial
PRU
+$1.98M
5
AAPL icon
Apple
AAPL
+$1.97M

Top Sells

1
+$260K
2
+$203K
3
+$202K
4
NLY icon
Annaly Capital Management
NLY
+$173K
5
ATVI
Activision Blizzard
ATVI
+$143K

Sector Composition

1 Technology 15.34%
2 Healthcare 7.41%
3 Financials 6.6%
4 Communication Services 4.22%
5 Consumer Discretionary 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.16%
4,515
-828
127
$239K 0.16%
1,984
+224
128
$236K 0.16%
+6,000
129
$235K 0.16%
+4,200
130
$234K 0.16%
8,460
-1,090
131
$230K 0.16%
+3,731
132
$229K 0.15%
+4,938
133
$229K 0.15%
+4,946
134
$228K 0.15%
+18,426
135
$227K 0.15%
+4,480
136
$225K 0.15%
+4,318
137
$225K 0.15%
+1,083
138
$224K 0.15%
+3,527
139
$221K 0.15%
+7,547
140
$220K 0.15%
+3,063
141
$219K 0.15%
2,901
-61
142
$216K 0.15%
1,669
+229
143
$215K 0.14%
+1,299
144
$214K 0.14%
1,945
+174
145
$207K 0.14%
+5,016
146
$202K 0.14%
+1,617
147
$197K 0.13%
+16,905
148
$177K 0.12%
25
+3
149
$171K 0.12%
+11,569
150
$169K 0.11%
+15,119
3 4 5
6
7