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KAH

Kathryn A. Hall Portfolio holdings

AUM $186M
1-Year Est. Return 12.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.02M
3
+$439K
4
LBTYK icon
Liberty Global Class C
LBTYK
+$253K
5
IRWD icon
Ironwood Pharmaceuticals
IRWD
+$412

Top Sells

1
+$32.2M
2
+$18.8M
3
+$18.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.84M
5
QCOM icon
Qualcomm
QCOM
+$4.9M

Sector Composition

1 Consumer Discretionary 46.27%
2 Healthcare 0.65%
3 Financials 0.12%
4 Communication Services 0.06%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-37,678
52
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-8,955
53
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-15,345
54
– –
-33,772
55
– –
-25,748
56
– –
-19,666
57
– –
-23,388
58
– –
-32,713
59
– –
-14,183
60
– –
-9,037
61
– –
-7,039
62
– –
-109,003
63
– –
-4,780
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