KCFA
Key Client Fiduciary Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+8.04%
1 Year Return
+19.27%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+51%)
Cap. Flow
+$43.2M
Cap. Flow
% of AUM
29.51%
Top 10 Holdings %
Top 10 Hldgs %
36.61%
Holding
157
New
52
Increased
72
Reduced
26
Closed
2
Top Buys
| 1 |
Automatic Data Processing
ADP
|
$2.65M |
| 2 |
Public Service Enterprise Group
PEG
|
$2.44M |
| 3 |
AbbVie
ABBV
|
$2.22M |
| 4 |
Prudential Financial
PRU
|
$1.98M |
| 5 |
Apple
AAPL
|
$1.97M |
Top Sells
Sector Composition
| 1 | Technology | 15.34% |
| 2 | Healthcare | 7.41% |
| 3 | Financials | 6.6% |
| 4 | Communication Services | 4.22% |
| 5 | Consumer Discretionary | 3.57% |
