K
Kemper Portfolio holdings
AUM
$1.2M
This Quarter Return
+5.07%
1 Year Return
+20.64%
3 Year Return
-28.63%
5 Year Return
-7.2%
10 Year Return
+22.26%
AUM
$227M
AUM Growth
+$227M
(+6.8%)
Cap. Flow
+$2.32M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
96.48%
Holding
20
New
2
Increased
–
Reduced
2
Closed
–
Top Buys
| 1 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$60.5M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$38.1M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$72.9M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$23.4M |
Sector Composition
| 1 | Financials | 3.09% |
| 2 | Industrials | 0.17% |
| 3 | Consumer Discretionary | 0.08% |
| 4 | Materials | 0.01% |
| 5 | Utilities | 0% |
