K

Kemper Portfolio holdings

AUM $1.2M
1-Year Est. Return 20.64%
This Quarter Est. Return
1 Year Est. Return
+20.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$36.4M
2
+$7.78M
3
+$2.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.6M

Top Sells

1
+$33.8M

Sector Composition

1 Financials 1.82%
2 Industrials 0.1%
3 Consumer Discretionary 0.09%
4 Materials 0.01%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.1M 25.99%
215,304
+153,238
2
$43.4M 22.08%
357,717
-278,591
3
$15.2M 7.73%
244,000
4
$14.9M 7.59%
69,000
+12,025
5
$13.6M 6.92%
1,429,506
6
$13.4M 6.83%
248,581
+143,979
7
$13.4M 6.83%
1,431,192
+277,512
8
$13.3M 6.78%
56,523
9
$8.84M 4.5%
75,000
10
$5.04M 2.57%
127,000
11
$3.29M 1.67%
38,123
12
$302K 0.15%
7,026
13
$297K 0.15%
250
14
$168K 0.09%
3,321
15
$143K 0.07%
60,370
16
$45K 0.02%
2,230
17
$24K 0.01%
4,425
18
$20K 0.01%
570
19
$2K ﹤0.01%
118