K
Kemper Portfolio holdings
AUM
$1.2M
This Quarter Return
+0.63%
1 Year Return
+20.64%
3 Year Return
-28.63%
5 Year Return
-7.2%
10 Year Return
+22.26%
AUM
$332M
AUM Growth
+$332M
(+9%)
Cap. Flow
+$26M
Cap. Flow
% of AUM
7.81%
Top 10 Holdings %
Top 10 Hldgs %
57.7%
Holding
59
New
4
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$32.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$21.1M |
| 3 |
Wells Fargo
WFC
|
$746K |
| 4 |
Union Pacific
UNP
|
$563K |
| 5 |
Gilead Sciences
GILD
|
$248K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$29.2M |
Sector Composition
| 1 | Energy | 13% |
| 2 | Consumer Staples | 12.73% |
| 3 | Financials | 7.05% |
| 4 | Healthcare | 5.57% |
| 5 | Technology | 3.86% |
