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
$210M
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$17.4M
3
+$15M
4
QRVO icon
Qorvo
QRVO
+$14.1M
5
TEAM icon
Atlassian
TEAM
+$14.1M

Top Sells

1
+$37.5M
2
+$20M
3
+$17.7M
4
SNOW icon
Snowflake
SNOW
+$17.2M
5
ADI icon
Analog Devices
ADI
+$16.5M

Sector Composition

1 Technology 65.92%
2 Communication Services 25.88%
3 Consumer Discretionary 6.66%
4 Financials 0.19%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$70K 0.01%
+83,727
27
$42K 0.01%
+40,000
28
$37K 0.01%
+1
29
$25K ﹤0.01%
44,000
30
$5K ﹤0.01%
29,532
-39
31
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-500,000
32
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-34,195
33
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-300,000
34
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-75,000
35
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0
36
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-100,000
37
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-17,500
38
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-150,000
39
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-40,000
40
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-400,000
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0
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-170,763
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-275,000
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-23,921
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-10,000
47
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-24,136
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-189,787
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-100,000
50
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-20,000
1
2
3