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
$172M
AUM Growth
+$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$631K
3
+$610K
4
PYPL icon
PayPal
PYPL
+$388K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$370K

Top Sells

1
+$4.68M
2
+$3M
3
+$1.2M
4
AAPL icon
Apple
AAPL
+$621K
5
PRU icon
Prudential Financial
PRU
+$465K

Sector Composition

1 Technology 17.13%
2 Financials 6.47%
3 Healthcare 5.63%
4 Consumer Discretionary 4.85%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$230K 0.13%
+1,589
152
$230K 0.13%
+1,064
153
$228K 0.13%
1,541
154
$228K 0.13%
+1,153
155
$226K 0.13%
7,595
156
$225K 0.13%
5,785
-6,150
157
$223K 0.13%
1,063
-98
158
$220K 0.13%
16,529
+897
159
$216K 0.13%
+3,510
160
$215K 0.12%
1,116
-15,566
161
$207K 0.12%
+1,213
162
$206K 0.12%
+698
163
$193K 0.11%
11,463
-306
164
$149K 0.09%
10,779
165
$112K 0.07%
10,702
-1,250
166
$96.2K 0.06%
10,722
167
$76.3K 0.04%
16,962
-14
168
$39K 0.02%
11,043
-310
169
$13.3K 0.01%
12,000
-1,000
170
$7.71K ﹤0.01%
1,300
171
– –
-12,743
172
– –
-15,722
173
– –
-4,315
174
– –
-1,908
175
– –
-35,518
4 5 6
7
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