KC

Kades & Cheifetz Portfolio holdings

AUM $195M
1-Year Est. Return 11.87%
This Quarter Est. Return
1 Year Est. Return
+11.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.53M
3
+$6.13M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.05M
5
AAPL icon
Apple
AAPL
+$5.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.93%
2 Healthcare 1.57%
3 Industrials 1.56%
4 Communication Services 1.18%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.98%
+10,797
27
$1.16M 0.97%
+59,334
28
$1.1M 0.92%
+98,324
29
$1.09M 0.91%
+45,861
30
$1.01M 0.85%
+8,397
31
$985K 0.82%
+27,642
32
$883K 0.74%
+42,090
33
$880K 0.74%
+3,632
34
$801K 0.67%
+3,803
35
$784K 0.66%
+5,562
36
$724K 0.6%
+4,032
37
$715K 0.6%
+63,487
38
$663K 0.55%
+6,360
39
$640K 0.53%
+31,584
40
$637K 0.53%
+24,161
41
$634K 0.53%
+7,147
42
$626K 0.52%
+6,720
43
$601K 0.5%
+7,192
44
$576K 0.48%
+29,882
45
$553K 0.46%
+3,527
46
$531K 0.44%
+3,505
47
$505K 0.42%
+7,170
48
$496K 0.41%
+6,377
49
$468K 0.39%
+9,906
50
$461K 0.39%
+1,492
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