KC
Kades & Cheifetz Portfolio holdings
AUM
$195M
This Quarter Return
+6.48%
1 Year Return
+11.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+9.8%)
Cap. Flow
+$6.65M
Cap. Flow
% of AUM
3.81%
Top 10 Holdings %
Top 10 Hldgs %
48.09%
Holding
97
New
5
Increased
63
Reduced
24
Closed
3
Top Buys
Top Sells
| 1 |
United Parcel Service
UPS
|
$357K |
| 2 |
Hologic
HOLX
|
$280K |
| 3 |
Schwab US TIPS ETF
SCHP
|
$217K |
| 4 |
Merck
MRK
|
$209K |
| 5 |
NVIDIA
NVDA
|
$96.3K |
Sector Composition
| 1 | Technology | 9.08% |
| 2 | Industrials | 1.28% |
| 3 | Healthcare | 1.09% |
| 4 | Communication Services | 0.94% |
| 5 | Consumer Staples | 0.72% |
