KCFA

Key Client Fiduciary Advisors Portfolio holdings

AUM $289M
1-Year Est. Return 24.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$704K
2 +$695K
3 +$585K
4
LB
LandBridge Co
LB
+$570K
5
TRFM icon
AAM Transformers ETF
TRFM
+$533K

Top Sells

1 +$572K
2 +$291K
3 +$256K
4
UNH icon
UnitedHealth
UNH
+$240K
5
AAPL icon
Apple
AAPL
+$239K

Sector Composition

1 Technology 16.93%
2 Consumer Discretionary 6.78%
3 Financials 5.73%
4 Communication Services 4.1%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$86.8K 0.04%
21,604
+6,748
202
$82.2K 0.03%
4,286
+1,429
203
$42.1K 0.02%
175,555
+25,405
204
$2.46K ﹤0.01%
200
205
-9,690
206
-459