KCFA
Key Client Fiduciary Advisors Portfolio holdings
AUM
$297M
1-Year Est. Return
26.79%
1 Year Est. Return
+26.79%
AUM
$244M
AUM Growth
+$27.2M
(+13%)
Holding
206
Top Buys
| 1 | +$742K | |
| 2 | +$730K | |
| 3 | +$624K | |
| 4 |
AAM Transformers ETF
TRFM
|
+$610K |
| 5 |
LB
LandBridge Co
LB
|
+$535K |
Top Sells
| 1 | +$571K | |
| 2 | +$393K | |
| 3 | +$257K | |
| 4 |
Apple
AAPL
|
+$242K |
| 5 |
UnitedHealth
UNH
|
+$240K |
Sector Composition
| 1 | Technology | 16.93% |
| 2 | Consumer Discretionary | 6.78% |
| 3 | Financials | 5.68% |
| 4 | Communication Services | 4.1% |
| 5 | Healthcare | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
JMIA
201
Jumia Technologies
JMIA
$1.45B
| $86.8K | 0.04% |
21,604
+6,748
|
|
||
|
HPP
202
Hudson Pacific Properties
HPP
$993M
| $82.2K | 0.03% |
30,000
+10,000
|
|
||
|
ADAP
203
Adaptimmune Therapeutics
ADAP
$51.7M
| $42.1K | 0.02% |
175,555
+25,405
|
|
||
|
QCLS
204
Q/C Technologies Inc
QCLS
$10.2M
| $2.46K | ﹤0.01% |
200
|
|
||
|
205
UnitedHealth
UNH
$323B
| – | – |
-459
|
|
||
206
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$679M
| – | – |
-9,690
|
|