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
$130M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$187K
3
+$149K
4
PGX icon
Invesco Preferred ETF
PGX
+$146K
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$141K

Top Sells

1
+$214K
2
+$164K
3
+$160K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$90K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$85.2K

Sector Composition

1 Technology 9.4%
2 Industrials 1.49%
3 Communication Services 1.35%
4 Healthcare 1.17%
5 Consumer Staples 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,000
77
– –
-1,812
1 2 3
4