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
$269M
AUM Growth
-$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$17.1M
3
+$13.8M
4
AAPL icon
Apple
AAPL
+$11.2M
5
META icon
Meta Platforms (Facebook)
META
+$10.7M

Top Sells

1
+$16.8M
2
+$14.2M
3
+$14M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$12.5M
5
WDC icon
Western Digital
WDC
+$11.9M

Sector Composition

1 Technology 71.6%
2 Communication Services 21.44%
3 Consumer Discretionary 6.46%
4 Healthcare 0.1%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-41,439
52
– –
-11,000
53
– –
-25,000
54
– –
-150,000
55
– –
-10,000
1 2
3