KC

Kaleidoscope Capital Portfolio holdings

AUM $262M
1-Year Est. Return 16.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$9.94M
3 +$9.94M
4
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$9.94M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$9.93M

Top Sells

1 +$12.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.7M 22.91%
943,010
-225,879
2
$46.9M 18.62%
75,906
+224
3
$25.9M 10.29%
1,359,589
+749,042
4
$24.2M 9.59%
506,000
+227,405
5
$24.1M 9.59%
412,129
+185,252
6
$24.1M 9.58%
674,568
+303,156
7
$24.1M 9.58%
256,813
+115,498
8
$21.3M 8.45%
373,597
+2,931
9
$3.48M 1.38%
41,650