KFC

Klingenstein Fields & Co Portfolio holdings

AUM $2.67B
1-Year Est. Return 24.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$9.88M
2 +$7.68M
3 +$3.29M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.89M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.69M

Top Sells

1 +$31M
2 +$19.9M
3 +$16.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.18M
5
AVGO icon
Broadcom
AVGO
+$2.93M

Sector Composition

1 Technology 26.43%
2 Healthcare 12.88%
3 Financials 12.51%
4 Communication Services 11.98%
5 Industrials 8.97%