KAM
KEB Asset Management Portfolio holdings
AUM
$522M
1-Year Est. Return
24.74%
This Fund
S&P 500
1 Year Est. Return
+24.74%
AUM
$493M
AUM Growth
+$47.7M
(+11%)
Holding
103
Top Buys
| 1 | +$9.21M | |
| 2 | +$2.81M | |
| 3 | +$2.79M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$2.17M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.99M |
Top Sells
| 1 | +$997K | |
| 2 | +$325K | |
| 3 | +$266K | |
| 4 |
Tractor Supply
TSCO
|
+$218K |
| 5 |
Verizon
VZ
|
+$208K |
Sector Composition
| 1 | Consumer Staples | 3.29% |
| 2 | Technology | 1.59% |
| 3 | Communication Services | 1.24% |
| 4 | Industrials | 0.89% |
| 5 | Financials | 0.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Verizon
VZ
$197B
| – | – |
-4,724
|
|
||
|
102
Tractor Supply
TSCO
$16B
| – | – |
-3,828
|
|
||
103
iShares Russell 1000 ETF
IWB
$48B
| – | – |
-888
|
|