KA
Kearns & Associates Portfolio holdings
AUM
$174M
This Quarter Return
+3.17%
1 Year Return
+14.52%
3 Year Return
+58.51%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+3.7%)
Cap. Flow
+$1.07M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
88.68%
Holding
44
New
2
Increased
6
Reduced
4
Closed
2
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.07M |
| 2 |
Innovator US Equity Power Buffer ETF July
PJUL
|
$250K |
| 3 |
Progressive
PGR
|
$208K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$156K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$73.6K |
Top Sells
| 1 |
PROG Holdings
PRG
|
$207K |
| 2 |
Bristol-Myers Squibb
BMY
|
$204K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$196K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$77.6K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$39.7K |
Sector Composition
| 1 | Technology | 4.98% |
| 2 | Financials | 3.96% |
| 3 | Communication Services | 1.53% |
| 4 | Healthcare | 1.14% |
| 5 | Energy | 0.92% |
