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
$127M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$646K
2
+$481K
3
+$431K
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$302K
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$261K

Top Sells

1
+$626K
2
+$353K
3
+$215K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$144K
5
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$82.5K

Sector Composition

1 Technology 8.29%
2 Industrials 1.53%
3 Communication Services 1.28%
4 Healthcare 1.18%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.39%
2,554
+59
52
$489K 0.39%
7,222
+52
53
$489K 0.39%
9,945
+39
54
$484K 0.38%
4,836
-151
55
$464K 0.37%
1,503
+11
56
$431K 0.34%
19,725
-240
57
$404K 0.32%
6,290
58
$400K 0.32%
3,860
59
$387K 0.3%
24,249
+27
60
$372K 0.29%
4,633
+317
61
$353K 0.28%
15,483
62
$343K 0.27%
2,658
63
$342K 0.27%
10,217
64
$327K 0.26%
12,962
-2,400
65
$316K 0.25%
25,078
-474
66
$269K 0.21%
2,007
+155
67
$263K 0.21%
10,305
68
$262K 0.21%
12,898
+1,114
69
$261K 0.21%
+13,020
70
$258K 0.2%
1,444
71
$253K 0.2%
+9,940
72
$233K 0.18%
654
73
$226K 0.18%
+9,530
74
$222K 0.18%
10,786
75
$214K 0.17%
+1,812
1 2
3
4