K
Kemper Portfolio holdings
AUM
$1.2M
This Quarter Return
-11.87%
1 Year Return
+20.64%
3 Year Return
-28.63%
5 Year Return
-7.2%
10 Year Return
+22.26%
AUM
$1.1M
AUM Growth
+$1.1M
(+198%)
Cap. Flow
+$776K
Cap. Flow
% of AUM
70.42%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Atlas Energy Solutions
AESI
|
$776K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 70.42% |
| 2 | Financials | 29.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Atlas Energy Solutions
AESI
$1.45B
| $776K | 70.42% |
+38,951
| New | +$776K |
|
2
Horace Mann Educators
HMN
$1.87B
| $326K | 29.58% |
10,000
| – | – |
|