KCM
Kendall Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.29%
This Quarter Return
+3.56%
1 Year Return
+20.29%
3 Year Return
+77.27%
5 Year Return
+155.33%
10 Year Return
–
AUM
$117M
AUM Growth
+$4.26M
(+3.8%)
Cap. Flow
+$2.51M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
32.88%
Holding
119
New
11
Increased
44
Reduced
46
Closed
10
Top Buys
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$965K |
| 2 |
Broadcom
AVGO
|
$685K |
| 3 |
TSS
Total System Services, Inc.
TSS
|
$681K |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$679K |
| 5 |
SLM Corp
SLM
|
$532K |
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$2.15M |
| 2 |
SiriusPoint
SPNT
|
$639K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$483K |
| 4 |
Apple
AAPL
|
$423K |
| 5 |
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% |
