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KCA

Kastel Capital Advisors Portfolio holdings

AUM $158M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$20.2M
3
+$17.3M
4
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$8.83M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$7.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.32%
2 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$238K 0.15%
+1,067
52
$230K 0.14%
+3,015
53
$212K 0.13%
+4,105
54
$202K 0.12%
+4,720
55
$202K 0.12%
+645
1 2
3