KA
Kearns & Associates Portfolio holdings
AUM
$174M
This Quarter Return
-3.8%
1 Year Return
+14.52%
3 Year Return
+58.51%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-3.9%)
Cap. Flow
+$13.5K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
88.28%
Holding
44
New
1
Increased
4
Reduced
5
Closed
1
Top Buys
| 1 |
Charter Communications
CHTR
|
$220K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$144K |
| 3 |
Schwab International Equity ETF
SCHF
|
$96.1K |
| 4 |
Walt Disney
DIS
|
$42.1K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$16.8K |
Top Sells
| 1 |
Danaher
DHR
|
$218K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$137K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$95.6K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$29.1K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$17.2K |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Financials | 3.91% |
| 3 | Communication Services | 1.88% |
| 4 | Healthcare | 1.57% |
| 5 | Energy | 1.19% |
