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
76
$421K 0.36%
6,345
-50
77
$410K 0.35%
5,312
-2,790
78
$394K 0.34%
4,089
79
$380K 0.32%
+14,994
80
$374K 0.32%
20,600
+7,125
81
$361K 0.31%
8,804
-2,133
82
$361K 0.31%
15,105
-1,298
83
$360K 0.31%
+5,800
84
$354K 0.3%
2,120
-30
85
$347K 0.3%
4,158
-256
86
$345K 0.29%
5,924
-36,852
87
$325K 0.28%
3,685
-100
88
$324K 0.28%
21,710
+2,110
89
$324K 0.28%
4,497
+288
90
$320K 0.27%
2,410
-165
91
$320K 0.27%
4,440
-2,625
92
$312K 0.27%
9,862
-1,175
93
$302K 0.26%
1,860
94
$295K 0.25%
7,505
-2,166
95
$280K 0.24%
7,065
-3,600
96
$277K 0.24%
5,185
-1,994
97
$270K 0.23%
+669
98
$249K 0.21%
+4,605
99
$242K 0.21%
4,025
100
$240K 0.2%
1,350
1 2 3
4
5