DK

David Kennon Portfolio holdings

AUM $278M
1-Year Est. Return 10.9%
This Quarter Est. Return
1 Year Est. Return
+10.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$664K
2 +$279K
3 +$208K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$194K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$163K

Top Sells

1 +$732K
2 +$208K
3 +$37.9K
4
AAPL icon
Apple
AAPL
+$29.6K
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$18.8K

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$302K 0.14%
704
27
$268K 0.13%
848
-51