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
$552M
AUM Growth
+$329M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$90.3M
2
+$79.1M
3
+$59.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$45.9M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$39.7M

Top Sells

1
+$19.9M
2
+$357K

Sector Composition

1 Financials 0.36%
2 Consumer Discretionary 0.03%
3 Industrials 0.01%
4 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.3M 16.36%
+1,190,432
2
$79.1M 14.34%
+1,311,432
3
$64.8M 11.75%
433,293
+306,844
4
$59.8M 10.83%
+715,317
5
$39.7M 7.19%
+451,000
6
$32.2M 5.83%
621,625
+92,200
7
$24.2M 4.38%
425,689
-351,311
8
$19.7M 3.56%
+454,410
9
$18.4M 3.34%
68,979
10
$18.2M 3.29%
62,038
11
$16.7M 3.03%
1,426,290
12
$16.6M 3.01%
1,430,208
13
$16.5M 3%
248,359
14
$16.4M 2.97%
56,426
15
$15.4M 2.79%
425,000
16
$10.6M 1.93%
311,817
17
$5.32M 0.96%
39,819
18
$5.29M 0.96%
32,694
19
$1.99M 0.36%
38,123
20
$324K 0.06%
250
21
$191K 0.03%
3,321
22
$57K 0.01%
4,425
23
$38K 0.01%
2,230
24
$4K ﹤0.01%
118
25
– –
-90,555