KC
Kades & Cheifetz Portfolio holdings
AUM
$195M
1-Year Est. Return
11.87%
1 Year Est. Return
+11.87%
AUM
$195M
AUM Growth
+$20.8M
(+12%)
Holding
112
Top Buys
| 1 | +$5.06M | |
| 2 | +$3.8M | |
| 3 | +$3.36M | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$2.71M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$2.46M |
Top Sells
| 1 | +$1.47M | |
| 2 | +$1.37M | |
| 3 | +$1.18M | |
| 4 |
Medtronic
MDT
|
+$848K |
| 5 |
Cummins
CMI
|
+$601K |
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Communication Services | 0.82% |
| 3 | Industrials | 0.8% |
| 4 | Consumer Staples | 0.62% |
| 5 | Healthcare | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Procter & Gamble
PG
$346B
| $213K | 0.11% |
1,270
+8
|
|
||
102
iShares Core High Dividend ETF
HDV
$11.3B
| $212K | 0.11% |
1,886
+19
|
|
||
103
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.5B
| $211K | 0.11% |
8,685
-389
|
|
||
104
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.1B
| $206K | 0.11% |
+9,631
|
|
||
105
Berkshire Hathaway Class B
BRK.B
$1.03T
| $203K | 0.1% |
448
-692
|
|
||
106
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.25B
| $197K | 0.1% |
12,272
+131
|
|
||
107
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
| $195K | 0.1% |
11,905
+138
|
|
||
108
Arbutus Biopharma
ABUS
$878M
| $65.4K | 0.03% |
20,000
|
|
||
109
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| – | – |
-3,412
|
|
||
|
110
Medtronic
MDT
$116B
| – | – |
-9,416
|
|
||
111
Invesco Water Resources ETF
PHO
$2.21B
| – | – |
-2,966
|
|
||
|
BSCO
112
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| – | – |
-27,776
|
|