KAH
Kathryn A. Hall Portfolio holdings
AUM
$180M
This Quarter Return
+5.92%
1 Year Return
+9.81%
3 Year Return
+63.73%
5 Year Return
+96.82%
10 Year Return
+29.01%
AUM
$341M
AUM Growth
+$341M
(+40%)
Cap. Flow
+$91.4M
Cap. Flow
% of AUM
26.78%
Top 10 Holdings %
Top 10 Hldgs %
63.16%
Holding
59
New
10
Increased
5
Reduced
3
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$33.8M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$17.2M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$8.63M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$7.48M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$6.8M |
Top Sells
| 1 |
Expensify
EXFY
|
$2.97M |
| 2 |
Liberty Media Series C
FWONK
|
$373K |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$337K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$255K |
Sector Composition
| 1 | Consumer Discretionary | 21.41% |
| 2 | Communication Services | 13.7% |
| 3 | Technology | 4.72% |
| 4 | Financials | 2.58% |
