KAS
Kemnay Advisory Services Portfolio holdings
AUM
$629M
This Quarter Return
+4.13%
1 Year Return
+45.58%
3 Year Return
+217.77%
5 Year Return
+206.66%
10 Year Return
+683.13%
AUM
$140M
AUM Growth
+$140M
(-3.4%)
Cap. Flow
+$671K
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
73.62%
Holding
48
New
6
Increased
–
Reduced
20
Closed
2
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$18.2M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$18.2M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$18.2M |
| 4 |
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
|
$8.74M |
| 5 |
Visa
V
|
$3.39M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$8.72M |
| 2 |
Amazon
AMZN
|
$8.64M |
| 3 |
Adobe
ADBE
|
$6.66M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$5.6M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$4.25M |
Sector Composition
| 1 | Communication Services | 21.72% |
| 2 | Technology | 10.55% |
| 3 | Consumer Discretionary | 7.52% |
| 4 | Financials | 6.82% |
| 5 | Healthcare | 4.01% |
