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
$223M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$7.42M
3 +$243K
4
PFFD icon
Global X US Preferred ETF
PFFD
+$170K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$116K

Sector Composition

1 Technology 0.88%
2 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$319K 0.14%
848
27
$267K 0.12%
559
-145