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
51
$460K 0.38%
+6,154
52
$460K 0.38%
+8,775
53
$439K 0.37%
+19,965
54
$434K 0.36%
+2,495
55
$433K 0.36%
+4,987
56
$378K 0.32%
+15,362
57
$371K 0.31%
+1,394
58
$362K 0.3%
+24,222
59
$353K 0.3%
+13,925
60
$352K 0.29%
+6,290
61
$349K 0.29%
+2,658
62
$347K 0.29%
+23,780
63
$343K 0.29%
+15,483
64
$342K 0.29%
+10,217
65
$341K 0.28%
+3,860
66
$335K 0.28%
+4,316
67
$297K 0.25%
+25,552
68
$260K 0.22%
+10,305
69
$252K 0.21%
+1,444
70
$251K 0.21%
+1,852
71
$245K 0.21%
+654
72
$237K 0.2%
+11,784
73
$221K 0.18%
+10,786
74
$46.6K 0.04%
+20,000
1 2
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