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
$306M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$9.71M
3
+$9.39M
4
CRM icon
Salesforce
CRM
+$8.19M
5
SMAR
Smartsheet Inc.
SMAR
+$5.43M

Top Sells

1
+$8.69M
2
+$8.31M
3
+$5.59M
4
ZTO icon
ZTO Express
ZTO
+$5.29M
5
GLD icon
SPDR Gold Trust
GLD
+$4.84M

Sector Composition

1 Technology 45.92%
2 Energy 24.51%
3 Consumer Discretionary 14.47%
4 Financials 7.56%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-28,726
27
– –
-8,510
28
– –
-452,084
1
2