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
51
$585K 0.37%
9,727
+64
52
$584K 0.37%
27,862
+811
53
$562K 0.36%
21,254
+70
54
$519K 0.33%
7,912
+98
55
$519K 0.33%
3,438
-26
56
$504K 0.32%
1,198
-68
57
$503K 0.32%
24,723
+78
58
$423K 0.27%
10,347
+37
59
$393K 0.25%
20,357
+2,653
60
$389K 0.25%
15,330
+3,178
61
$380K 0.24%
2,558
-10
62
$364K 0.23%
15,781
+36
63
$360K 0.23%
14,258
+165
64
$359K 0.23%
13,806
+76
65
$341K 0.22%
13,446
-5,433
66
$341K 0.22%
4,229
-308
67
$340K 0.22%
633
-22
68
$336K 0.22%
14,095
+91
69
$333K 0.21%
13,227
+38
70
$332K 0.21%
5,201
+344
71
$332K 0.21%
16,240
+2,350
72
$330K 0.21%
1,569
+91
73
$302K 0.19%
+15,717
74
$298K 0.19%
3,825
-166
75
$291K 0.19%
14,522
+749
1 2
3
4