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
126
$355K 0.19%
1,839
+440
127
$342K 0.18%
2,605
+30
128
$341K 0.18%
12,236
-10
129
$332K 0.18%
5,670
-600
130
$326K 0.17%
1,169
+65
131
$323K 0.17%
1,134
+173
132
$322K 0.17%
4,805
+17
133
$322K 0.17%
5,559
-401
134
$320K 0.17%
4,670
-934
135
$317K 0.17%
1,290
+10
136
$313K 0.17%
9,838
+1,211
137
$299K 0.16%
6,600
-375
138
$298K 0.16%
568
139
$293K 0.16%
+1,795
140
$290K 0.15%
3,800
141
$281K 0.15%
2,936
+5
142
$278K 0.15%
3,745
143
$278K 0.15%
1,541
144
$276K 0.15%
+1,341
145
$273K 0.15%
+5,443
146
$268K 0.14%
+1,660
147
$252K 0.13%
687
-11
148
$248K 0.13%
5,471
-2,010
149
$241K 0.13%
+587
150
$239K 0.13%
1,413
-176
4 5
6
7 8