KCM
Kendall Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.29%
This Quarter Return
+0.64%
1 Year Return
+20.29%
3 Year Return
+77.27%
5 Year Return
+155.33%
10 Year Return
–
AUM
$113M
AUM Growth
-$2.16M
(-1.9%)
Cap. Flow
-$1.67M
Cap. Flow
% of AUM
-1.48%
Top 10 Holdings %
Top 10 Hldgs %
34.68%
Holding
114
New
10
Increased
43
Reduced
48
Closed
6
Top Buys
| 1 |
WisdomTree US Total Dividend Fund
DTD
|
$1.46M |
| 2 |
VSE Corp
VSEC
|
$1.12M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$872K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$863K |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
$629K |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.76M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.43M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$738K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$633K |
| 5 |
Cinemark Holdings
CNK
|
$418K |
Sector Composition
| 1 | Industrials | 13.74% |
| 2 | Technology | 13.63% |
| 3 | Healthcare | 11.84% |
| 4 | Consumer Discretionary | 11.13% |
| 5 | Financials | 9.57% |
