KCM

Kendall Capital Management Portfolio holdings

AUM $478M
1-Year Est. Return 23.91%
This Quarter Est. Return
1 Year Est. Return
+23.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.27M
3
+$1.19M
4
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$1.17M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.16M

Top Sells

1
+$2.66M
2
+$1.5M
3
+$1.1M
4
JMEE icon
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
+$982K
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$963K

Sector Composition

1 Technology 25.09%
2 Financials 11.54%
3 Healthcare 8.98%
4 Consumer Discretionary 6.78%
5 Industrials 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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