KCFA
Key Client Fiduciary Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+9.1%
1 Year Return
+19.27%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+9.9%)
Cap. Flow
+$5.59M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
36.68%
Holding
194
New
24
Increased
84
Reduced
63
Closed
11
Top Buys
| 1 |
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
|
$2.61M |
| 2 |
Walmart
WMT
|
$1.33M |
| 3 |
Salesforce
CRM
|
$1.1M |
| 4 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$695K |
| 5 |
PayPal
PYPL
|
$514K |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
$2.72M |
| 2 |
Amplify Cybersecurity ETF
HACK
|
$741K |
| 3 |
Broadridge
BR
|
$662K |
| 4 |
FT Vest US Equity Buffer ETF November
FNOV
|
$610K |
| 5 |
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% |
