DK

David Kennon Portfolio holdings

AUM $281M
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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 +$663K
2 +$278K
3 +$217K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$203K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$171K

Top Sells

1 +$731K
2 +$217K
3 +$38.8K
4
AAPL icon
Apple
AAPL
+$31.7K
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$19.3K

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