KC
Kades & Cheifetz Portfolio holdings
AUM
$195M
This Quarter Return
-0.94%
1 Year Return
+11.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+12%)
Cap. Flow
+$44.2M
Cap. Flow
% of AUM
22.64%
Top 10 Holdings %
Top 10 Hldgs %
42.25%
Holding
112
New
18
Increased
50
Reduced
36
Closed
4
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$10.7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.06M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$3.8M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$3.36M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.71M |
Top Sells
| 1 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
$1.47M |
| 2 |
Apple
AAPL
|
$1.37M |
| 3 |
Medtronic
MDT
|
$848K |
| 4 |
Cummins
CMI
|
$601K |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$587K |
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Communication Services | 0.82% |
| 3 | Industrials | 0.8% |
| 4 | Consumer Staples | 0.62% |
| 5 | Healthcare | 0.51% |
