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
$156M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.89M
3
+$1.8M
4
MEMX icon
Matthews Emerging Markets ex China Active ETF
MEMX
+$1.06M
5
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$469K

Top Sells

1
+$1.86M
2
+$573K
3
+$305K
4
NVDA icon
NVIDIA
NVDA
+$226K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$170K

Sector Composition

1 Technology 8.09%
2 Healthcare 1.46%
3 Industrials 1.46%
4 Communication Services 0.99%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.11%
19,210
-2,500
27
$1.74M 1.11%
6,655
+11
28
$1.71M 1.1%
77,928
+955
29
$1.67M 1.07%
32,722
+130
30
$1.66M 1.07%
57,212
+36,318
31
$1.52M 0.97%
36,290
-898
32
$1.18M 0.76%
4,022
+9
33
$1.16M 0.74%
45,893
-22,712
34
$1.1M 0.7%
2,471
-177
35
$1.06M 0.68%
8,743
+44
36
$1.03M 0.66%
14,143
+1,675
37
$1.03M 0.66%
5,379
-19
38
$1.02M 0.66%
6,723
-14
39
$991K 0.63%
3,440
-255
40
$950K 0.61%
39,970
-2,634
41
$921K 0.59%
37,424
+2,188
42
$914K 0.59%
70,763
+2,418
43
$861K 0.55%
16,006
+70
44
$857K 0.55%
6,470
+30
45
$820K 0.52%
40,388
+1,556
46
$814K 0.52%
9,337
+980
47
$796K 0.51%
6,464
+186
48
$785K 0.5%
7,495
-1,453
49
$712K 0.46%
3,340
+38
50
$604K 0.39%
3,828
+118
1
2
3 4