KCM

Kedalion Capital Management Portfolio holdings

AUM $3.35B
1-Year Est. Return 17.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.35B
AUM Growth
-$724M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$97M

Top Sells

1
+$1.79B

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$795B
$1.98B 59.13%
3,031,500
+142,000
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$137B
$1.37B 40.87%
17,879,000
+14,039,000
VOO icon
3
Vanguard S&P 500 ETF
VOO
$906B
– –
-2,847,850
HYG icon
4
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17B
– –
0