KAS

Kemnay Advisory Services Portfolio holdings

AUM $629M
1-Year Est. Return 45.58%
This Quarter Est. Return
1 Year Est. Return
+45.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$541K
3
+$169K
4
MSFT icon
Microsoft
MSFT
+$153K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$147K

Top Sells

1
+$4.26M
2
+$462K
3
+$453K
4
META icon
Meta Platforms (Facebook)
META
+$93.7K

Sector Composition

1 Communication Services 22.18%
2 Technology 11.42%
3 Consumer Discretionary 10.91%
4 Financials 6.86%
5 Energy 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$468K 0.31%
9,250
27
$290K 0.19%
16,000
28
$106K 0.07%
1,700
29
$66K 0.04%
1,400
30
$62K 0.04%
500
31
$60K 0.04%
1,200
32
$59K 0.04%
450
33
$58K 0.04%
725
34
$57K 0.04%
396
35
$55K 0.04%
750
36
$54K 0.04%
600
37
$53K 0.03%
1,250
38
$51K 0.03%
1,581
39
$45K 0.03%
670
40
$42K 0.03%
2,250
41
$38K 0.02%
6,600
42
$34K 0.02%
1,300
43
$29K 0.02%
850
44
$8K 0.01%
690
45
$6K ﹤0.01%
145
46
$2K ﹤0.01%
56
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