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

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
151
$239K 0.13%
+1,349
152
$237K 0.13%
9,555
-12,185
153
$233K 0.12%
1,179
+115
154
$233K 0.12%
16,764
+235
155
$231K 0.12%
1,108
-8
156
$229K 0.12%
+2,544
157
$226K 0.12%
7,595
158
$226K 0.12%
1,227
-171
159
$225K 0.12%
2,329
160
$221K 0.12%
1,269
+56
161
$221K 0.12%
+782
162
$220K 0.12%
+1,480
163
$220K 0.12%
+3,160
164
$219K 0.12%
+1,027
165
$219K 0.12%
1,473
-215
166
$218K 0.12%
1,063
167
$218K 0.12%
+11,300
168
$212K 0.11%
5,225
-560
169
$212K 0.11%
+429
170
$211K 0.11%
+658
171
$207K 0.11%
+6,153
172
$207K 0.11%
+5,708
173
$206K 0.11%
4,547
-365
174
$206K 0.11%
+2,811
175
$202K 0.11%
+898