KCM

Kendall Capital Management Portfolio holdings

AUM $378M
1-Year Est. Return 20.29%
This Quarter Est. Return
1 Year Est. Return
+20.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$990K
3
+$977K
4
AVT icon
Avnet
AVT
+$783K
5
APO icon
Apollo Global Management
APO
+$574K

Top Sells

1
+$1.95M
2
+$748K
3
+$631K
4
IWC icon
iShares Micro-Cap ETF
IWC
+$516K
5
EVR icon
Evercore
EVR
+$403K

Sector Composition

1 Technology 23.5%
2 Healthcare 12.26%
3 Financials 10.82%
4 Industrials 10.18%
5 Consumer Discretionary 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.93%
46,741
+610
27
$2.37M 0.92%
2,697
-75
28
$2.23M 0.87%
214,614
+42,902
29
$2.19M 0.85%
19,060
+875
30
$2.19M 0.85%
3,812
-123
31
$2.16M 0.84%
+89,190
32
$2.08M 0.81%
30,450
+1,785
33
$2.04M 0.79%
14,587
-383
34
$2.03M 0.79%
18,625
-405
35
$2.03M 0.79%
35,350
-11,000
36
$2.02M 0.78%
12,565
-540
37
$1.98M 0.77%
5,648
-280
38
$1.98M 0.77%
17,027
-4,443
39
$1.95M 0.76%
43,225
-935
40
$1.9M 0.74%
56,065
+60
41
$1.88M 0.73%
14,163
+1,800
42
$1.85M 0.72%
37,683
-1,720
43
$1.8M 0.7%
166,510
+31,960
44
$1.8M 0.7%
28,395
-1,485
45
$1.75M 0.68%
31,680
-2,265
46
$1.74M 0.68%
55,545
+18,005
47
$1.74M 0.67%
48,440
-565
48
$1.69M 0.66%
33,469
+5,900
49
$1.63M 0.63%
9,765
-260
50
$1.6M 0.62%
8,940
-195
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2
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