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KCFA

Key Client Fiduciary Advisors Portfolio holdings

AUM $347M
1-Year Est. Return 35.3%
This Fund
S&P 500
This Quarter Est. Return
-4.25%
1 Year Est. Return
+35.3%
3 Year Est. Return
+95.13%
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$5.44M
Cap. Flow
+$8.89M
Cap. Flow %
7.02%
Top 10 Hldgs %
38.84%
Holding
144
New
12
Increased
70
Reduced
37
Closed
19

Sector Composition

Rank Sector Weight
1 Technology 13.09%
2 Financials 7.19%
3 Healthcare 4.12%
4 Communication Services 3.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$5.95M 4.7%
34,082
+308
+0.9% +$51.8K
FDL icon
2
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.72B
$5.77M 4.56%
154,178
+23,326
+18% +$850K
FVD icon
3
First Trust Value Line Dividend Fund
FVD
$8.29B
$5.69M 4.5%
134,480
+58,905
+78% +$2.45M
KBE icon
4
State Street SPDR S&P Bank ETF
KBE
$1.64B
$5.63M 4.45%
107,533
-594
-0.5% -$33.1K
FTCS icon
5
First Trust Capital Strength ETF
FTCS
$7.88B
$5.2M 4.11%
66,452
+2,819
+4% +$219K
MSFT icon
6
Microsoft
MSFT
$2.84T
$4.84M 3.83%
15,709
+5,374
+52% +$1.62M
PFLD icon
7
AAM Low Duration Preferred and Income Securities ETF
PFLD
$415M
$4.41M 3.48%
185,129
+84,754
+84% +$2.04M
XLU icon
8
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$4.23M 3.35%
113,736
+2,874
+3% +$99.6K
RDVY icon
9
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$3.79M 3%
77,366
+54,701
+241% +$2.73M
NLY icon
10
Annaly Capital Management
NLY
$16.9B
$3.64M 2.88%
129,410
+44,075
+52% +$1.31M
XLK icon
11
State Street Technology Select Sector SPDR ETF
XLK
$115B
$3.31M 2.62%
+41,682
New +$3.27M
FXO icon
12
First Trust Financials AlphaDEX Fund
FXO
$1.12B
$2.6M 2.06%
56,736
-1,996
-3% -$92K
FLBL icon
13
Franklin Senior Loan ETF
FLBL
$852M
$2.55M 2.01%
103,226
-8,625
-8% -$214K
FTSL icon
14
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$2.27M 1.79%
48,189
-4,070
-8% -$193K
ATVI
15
DELISTED
Activision Blizzard
ATVI
$2.13M 1.68%
26,604
-2,832
-10% -$221K
SPY icon
16
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$2.04M 1.61%
4,523
+234
+5% +$104K
AMZN icon
17
Amazon
AMZN
$2.5T
$2.02M 1.6%
12,400
+500
+4% +$77.3K
FPEI icon
18
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.91B
$1.78M 1.41%
91,931
+1,857
+2% +$36.7K
ARCC icon
19
Ares Capital
ARCC
$13.5B
$1.78M 1.41%
84,895
+10,365
+14% +$221K
INCE
20
Franklin Income Equity Focus ETF
INCE
$132M
$1.7M 1.35%
34,655
+3,306
+11% +$160K
BAC icon
21
Bank of America
BAC
$435B
$1.56M 1.23%
37,894
+2,318
+7% +$105K
CIBR icon
22
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$1.41M 1.12%
26,567
+1,256
+5% +$61.4K
VFF icon
23
Village Farms International
VFF
$235M
$1.39M 1.1%
262,476
+23,612
+10% +$127K
TPL icon
24
Texas Pacific Land
TPL
$28.9B
$1.39M 1.09%
9,216
+2,529
+38% +$333K
FTSM icon
25
First Trust Enhanced Short Maturity ETF
FTSM
$6.51B
$1.28M 1.01%
21,515
-3,585
-14% -$214K

Similar funds

Key Client Fiduciary Advisors's Q1 2022 Portfolio in Review

As of Q1 2022, Key Client Fiduciary Advisors held 144 positions worth $127M, up 4.5% from $121M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Key Client Fiduciary Advisors deployed $8.89M of net new capital in Q1 2022, opening 12 new positions and adding to 70 existing holdings. Its largest new stake was State Street Technology Select Sector SPDR ETF: 41,682 shares worth $3.31M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was ExxonMobil, an estimated $2.01M trimmed.

  • Key Client Fiduciary Advisors's largest Q1 2022 buy was State Street Technology Select Sector SPDR ETF: 41,682 shares worth $3.31M.
  • Key Client Fiduciary Advisors added most to First Trust Rising Dividend Achievers ETF in Q1 2022, an estimated $2.73M increase.
  • Key Client Fiduciary Advisors's biggest Q1 2022 reduction was ExxonMobil, cutting an estimated $2.01M.
  • Key Client Fiduciary Advisors fully exited First Trust Natural Gas ETF in Q1 2022, selling an estimated $4.88M.
  • Key Client Fiduciary Advisors's ten largest holdings make up 39% of its $127M portfolio in Q1 2022.
  • Key Client Fiduciary Advisors opened 12 new positions and closed 19 in Q1 2022.
  • Key Client Fiduciary Advisors's portfolio value rose 4.5% quarter-over-quarter to $127M.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.