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
$354M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$19.2M
2 +$4.34M
3 +$272K
4
BND icon
Vanguard Total Bond Market
BND
+$257K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$82.8K

Sector Composition

1 Consumer Discretionary 30.7%
2 Communication Services 13.16%
3 Financials 1.01%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,677,136