KCIA
Kingsbury Capital Investment Advisors Portfolio holdings
AUM
$65.6M
This Quarter Return
-7.02%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$90.8M
AUM Growth
–
Cap. Flow
+$90.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.38%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Illinois Tool Works
ITW
|
$11.8M |
| 2 |
Apple
AAPL
|
$9.45M |
| 3 |
Tesla
TSLA
|
$5.88M |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
$5.25M |
| 5 |
Amazon
AMZN
|
$4.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.07% |
| 2 | Industrials | 15.85% |
| 3 | Consumer Discretionary | 14.23% |
| 4 | Communication Services | 5.42% |
| 5 | Financials | 4.22% |
