KC
Kades & Cheifetz Portfolio holdings
AUM
$195M
This Quarter Return
+5.71%
1 Year Return
+11.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.09%
Holding
74
New
74
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$14.8M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$7.53M |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$6.13M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$6.05M |
| 5 |
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% |
