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
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$7.53M
3
+$6.13M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.05M
5
AAPL icon
Apple
AAPL
+$5.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.93%
2 Healthcare 1.57%
3 Industrials 1.56%
4 Communication Services 1.18%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 12.36%
+587,106
2
$7.53M 6.29%
+104,227
3
$6.13M 5.12%
+130,425
4
$6.05M 5.06%
+39,867
5
$5.46M 4.56%
+41,987
6
$5.09M 4.26%
+166,776
7
$4.79M 4.01%
+198,762
8
$4.64M 3.88%
+66,790
9
$4.6M 3.84%
+61,977
10
$4.44M 3.71%
+128,448
11
$3.1M 2.59%
+108,892
12
$2.75M 2.3%
+85,136
13
$2.66M 2.22%
+118,671
14
$2.46M 2.06%
+107,786
15
$2.43M 2.03%
+23,043
16
$2.04M 1.71%
+78,806
17
$1.89M 1.58%
+84,729
18
$1.82M 1.52%
+113,154
19
$1.73M 1.45%
+34,360
20
$1.71M 1.43%
+73,114
21
$1.58M 1.32%
+199,328
22
$1.4M 1.17%
+100,452
23
$1.35M 1.13%
+5,617
24
$1.32M 1.1%
+72,871
25
$1.29M 1.08%
+6,455
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