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
$243M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$218K

Top Sells

1 +$3.28M
2 +$2.2M
3 +$1.99M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$423K
5
FWONK icon
Liberty Media Series C
FWONK
+$387K

Sector Composition

1 Consumer Discretionary 29.04%
2 Communication Services 17.46%
3 Technology 8.49%
4 Financials 3.64%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-18,226
52
-68,944