KC

KCL Capital Portfolio holdings

AUM $470M
1-Year Est. Return 57.4%
This Quarter Est. Return
1 Year Est. Return
+57.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$17.8M
3
+$13.6M
4
OPTU
Optimum Communications Inc
OPTU
+$13.4M
5
CHTR icon
Charter Communications
CHTR
+$13.1M

Top Sells

1
+$36.7M
2
+$32.9M
3
+$23.6M
4
XLNX
Xilinx Inc
XLNX
+$19.6M
5
WDC icon
Western Digital
WDC
+$16M

Sector Composition

1 Technology 56.33%
2 Communication Services 29.5%
3 Consumer Discretionary 13.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$151K 0.04%
+15,000
27
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-9,891
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29
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1
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