KC

Kadensa Capital Portfolio holdings

AUM $963M
1-Year Est. Return 45.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$24.1M
3
+$12.2M
4
LULU icon
lululemon athletica
LULU
+$11.6M
5
MSFT icon
Microsoft
MSFT
+$10.3M

Top Sells

1
+$20M
2
+$9.92M
3
+$7.45M
4
EDU icon
New Oriental
EDU
+$6.17M
5
ZTO icon
ZTO Express
ZTO
+$5.55M

Sector Composition

1 Technology 32.88%
2 Energy 26.47%
3 Consumer Discretionary 16.14%
4 Financials 10.19%
5 Consumer Staples 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,515,866
27
– –
-34,810
1
2