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
$331M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$7.76M
3 +$5.23M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.93M
5
ZLAB icon
Zai Lab
ZLAB
+$1.82M

Top Sells

1 +$987K
2 +$786K
3 +$559K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$486K
5
OPEN icon
Opendoor
OPEN
+$213K

Sector Composition

1 Consumer Discretionary 40.5%
2 Communication Services 20.06%
3 Financials 4.59%
4 Healthcare 0.92%
5 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$261K 0.08%
2,663
52
$259K 0.08%
3,756
53
$205K 0.06%
1,743
-4,130
54
-11,988
55
-13,037
56
-5,335