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
$433M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$103M
2 +$6.09M
3 +$5.53M
4
BND icon
Vanguard Total Bond Market
BND
+$2.33M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$771K

Sector Composition

1 Consumer Discretionary 28.48%
2 Technology 24%
3 Communication Services 14.32%
4 Financials 3.85%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$333K 0.08%
645
52
$224K 0.05%
1,743
53
-3,523
54
-12,749
55
-12,214
56
-2,663
57
-3,756
58
-17,310