KA
Kearns & Associates Portfolio holdings
AUM
$174M
This Quarter Return
+1.28%
1 Year Return
+14.52%
3 Year Return
+58.51%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+2%)
Cap. Flow
+$2.23M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
88.41%
Holding
44
New
1
Increased
7
Reduced
1
Closed
1
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$792K |
| 2 |
Vanguard Growth ETF
VUG
|
$634K |
| 3 |
Royalty Pharma
RPRX
|
$451K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$449K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$166K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$219K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$79.2K |
Sector Composition
| 1 | Technology | 4.71% |
| 2 | Financials | 3.81% |
| 3 | Communication Services | 1.4% |
| 4 | Healthcare | 1.24% |
| 5 | Consumer Discretionary | 0.82% |
