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
76
$287K 0.18%
1,010
+201
77
$284K 0.18%
9,094
+643
78
$267K 0.17%
669
-12
79
$247K 0.16%
2,655
80
$229K 0.15%
+9,320
81
$222K 0.14%
+1,681
82
$215K 0.14%
5,336
+14
83
$212K 0.14%
+290
84
$210K 0.13%
+3,160
85
$210K 0.13%
+7,201
86
$202K 0.13%
+1,247
87
$201K 0.13%
+976
88
$200K 0.13%
+1,819
89
$140K 0.09%
10,522
-9,959
90
$51.6K 0.03%
20,000
1 2 3
4