KAH

Kathryn A. Hall Portfolio holdings

AUM $180M
1-Year Est. Return 9.81%
This Quarter Est. Return
1 Year Est. Return
+9.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.1M
3
+$6.43M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.13M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.22M

Top Sells

1
+$5.61M

Sector Composition

1 Consumer Discretionary 38.08%
2 Financials 16.06%
3 Technology 0.44%
4 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$695K 0.58%
11,065
27
$683K 0.57%
16,556
28
$603K 0.5%
17,979
+11,079
29
$589K 0.49%
6,615
30
$572K 0.48%
2,215
31
$507K 0.42%
14,352
32
$424K 0.35%
6,780
33
$400K 0.33%
2,585
+85
34
$393K 0.33%
+5,652
35
$378K 0.31%
3,300
36
$274K 0.23%
+4,312
37
$256K 0.21%
+1,625
1
2