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KAS

Kemnay Advisory Services Portfolio holdings

AUM $622M
1-Year Est. Return 14.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
-$72.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$23.5M
3
+$4.46M
4
META icon
Meta Platforms (Facebook)
META
+$4.21M
5
DIS icon
Walt Disney
DIS
+$3.76M

Top Sells

1
+$118M
2
+$31.2M
3
+$6.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.45M
5
FISV
Fiserv Inc
FISV
+$2.19M

Sector Composition

1 Technology 23.26%
2 Consumer Discretionary 22.3%
3 Communication Services 17.58%
4 Financials 15.77%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,180
102
– –
-18,550
103
– –
-6,046
104
– –
-8,364
105
– –
-5,681
106
– –
-25,955
107
– –
-8,295
108
– –
-19,556
109
– –
-14,150
110
– –
-41,053
111
– –
-3,457
112
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-9,824
113
– –
-23,317
114
– –
-10,291
115
– –
-19,256
116
– –
-3,904
1 2 3 4
5