K
Kemper Portfolio holdings
AUM
$1.2M
This Quarter Return
+5.61%
1 Year Return
+20.64%
3 Year Return
-28.63%
5 Year Return
-7.2%
10 Year Return
+22.26%
AUM
$197M
AUM Growth
+$197M
(+15%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
7.91%
Top 10 Holdings %
Top 10 Hldgs %
97.82%
Holding
19
New
–
Increased
4
Reduced
1
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$36.4M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.78M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.6M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.6M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$33.8M |
Sector Composition
| 1 | Financials | 1.82% |
| 2 | Industrials | 0.1% |
| 3 | Consumer Discretionary | 0.09% |
| 4 | Materials | 0.01% |
| 5 | Utilities | 0% |
