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

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
76
$60.6K 0.05%
20,000
77
-6,720
78
-13,925