KCM

Kendall Capital Management Portfolio holdings

AUM $444M
1-Year Est. Return 23.09%
This Quarter Est. Return
1 Year Est. Return
+23.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$685K
3
+$681K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$679K
5
SLM icon
SLM Corp
SLM
+$532K

Top Sells

1
+$2.15M
2
+$639K
3
+$483K
4
AAPL icon
Apple
AAPL
+$423K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$383K

Sector Composition

1 Technology 14.47%
2 Healthcare 13.09%
3 Industrials 12.67%
4 Consumer Discretionary 11.64%
5 Financials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.2%
15,890
+2,020
27
$1.38M 1.17%
44,117
-4,378
28
$1.38M 1.17%
8,090
-310
29
$1.24M 1.06%
9,741
-2,864
30
$1.15M 0.98%
8,250
+405
31
$1.14M 0.97%
21,690
+1,980
32
$1.13M 0.96%
7,250
-335
33
$1.11M 0.94%
22,400
-1,000
34
$1.08M 0.92%
14,778
+813
35
$1.05M 0.89%
21,522
-4,420
36
$1.04M 0.88%
36,040
+3,965
37
$1.03M 0.88%
12,298
+240
38
$1.02M 0.87%
9,360
+1,130
39
$1.02M 0.86%
7,010
-30
40
$986K 0.84%
17,170
+6,275
41
$970K 0.83%
4,357
+1,752
42
$965K 0.82%
+8,755
43
$957K 0.81%
4,437
-235
44
$953K 0.81%
45,150
-3,500
45
$950K 0.81%
17,130
-200
46
$924K 0.79%
13,590
-110
47
$922K 0.78%
46,690
+10,075
48
$911K 0.78%
13,460
-475
49
$882K 0.75%
10,370
-415
50
$875K 0.74%
14,765
+8,075
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