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
$171M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$768K
2
+$632K
3
+$439K
4
JPM icon
JPMorgan Chase
JPM
+$400K
5
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$366K

Top Sells

1
+$582K
2
+$324K
3
+$262K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$221K
5
PPL icon
PPL Corp
PPL
+$210K

Sector Composition

1 Technology 17.25%
2 Financials 6.09%
3 Healthcare 5.49%
4 Consumer Discretionary 4.51%
5 Communication Services 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.13%
+4,358
152
$227K 0.13%
+8,545
153
$226K 0.13%
7,680
-1,500
154
$226K 0.13%
1,165
-63
155
$224K 0.13%
1,885
-46
156
$224K 0.13%
+10,405
157
$223K 0.13%
1,003
+35
158
$222K 0.13%
+967
159
$221K 0.13%
1,229
-59
160
$217K 0.13%
2,912
-3
161
$216K 0.13%
+5,072
162
$213K 0.12%
1,614
+38
163
$204K 0.12%
+1,665
164
$204K 0.12%
1,675
165
$201K 0.12%
14,424
-1,145
166
$187K 0.11%
13,733
+1,556
167
$166K 0.1%
15,976
-2,850
168
$164K 0.1%
21,181
-7,766
169
$161K 0.09%
12,829
-537
170
$116K 0.07%
10,127
171
$75.6K 0.04%
10,722
172
$43.1K 0.03%
12,000
173
$41.1K 0.02%
12,022
-203
174
$14.3K 0.01%
+200
175
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4 5 6
7
8