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
$126M
AUM Growth
-$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$700K
3
+$509K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$460K
5
AMGN icon
Amgen
AMGN
+$237K

Top Sells

1
+$1.1M
2
+$475K
3
+$431K
4
IBB icon
iShares Biotechnology ETF
IBB
+$338K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$271K

Sector Composition

1 Technology 8.85%
2 Industrials 1.49%
3 Healthcare 1.31%
4 Communication Services 1.11%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,828
77
– –
-2,595
78
– –
-2,660
79
– –
-3,133
1 2 3
4