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
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$8.77M
2 +$2.99M
3 +$1.45K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.26K

Top Sells

1 +$501K
2 +$369K
3 +$82.4K
4
GROV icon
Grove Collaborative
GROV
+$45K
5
CURO
CURO Group Holdings Corp.
CURO
+$30.6K

Sector Composition

1 Consumer Discretionary 28.76%
2 Communication Services 9.81%
3 Financials 0.88%
4 Consumer Staples 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-26,951
52
-30,893
53
-20,055