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
$806M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$39.2M
3
+$28.4M
4
UPST icon
Upstart Holdings
UPST
+$25.6M
5
TEM
Tempus AI
TEM
+$24.8M

Top Sells

1
+$149M
2
+$45.1M
3
+$44.7M
4
LIN icon
Linde
LIN
+$38.9M
5
CVS icon
CVS Health
CVS
+$35.9M

Sector Composition

1 Technology 38.5%
2 Consumer Discretionary 23.3%
3 Industrials 10.74%
4 Financials 5.7%
5 Consumer Staples 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-251,883
77
– –
-7,570
1 2 3
4