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
51
$869K 0.74%
22,004
+5,827
52
$846K 0.72%
5,193
-5
53
$835K 0.71%
36,962
+2,880
54
$832K 0.71%
27,050
+650
55
$826K 0.7%
43,330
+370
56
$816K 0.69%
18,510
+4,900
57
$788K 0.67%
9,145
-335
58
$779K 0.66%
57,825
-1,850
59
$735K 0.63%
7,254
+760
60
$733K 0.62%
5,069
+320
61
$692K 0.59%
9,050
+555
62
$681K 0.58%
+6,895
63
$679K 0.58%
26,140
-6,350
64
$675K 0.57%
34,950
-4,550
65
$655K 0.56%
15,070
66
$644K 0.55%
27,825
+975
67
$597K 0.51%
6,470
-135
68
$595K 0.51%
4,585
+620
69
$546K 0.46%
29,630
-14,375
70
$532K 0.45%
+47,725
71
$490K 0.42%
6,346
-2,144
72
$485K 0.41%
26,910
+14,530
73
$461K 0.39%
3,333
+309
74
$460K 0.39%
12,218
+5,766
75
$431K 0.37%
5,150
+730
1 2
3
4 5