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
101
$221K 0.19%
+9,800
102
$219K 0.19%
+3,235
103
$216K 0.18%
1,690
-1,545
104
$209K 0.18%
7,753
105
$204K 0.17%
+688
106
$202K 0.17%
5,525
-5,435
107
$185K 0.16%
10,845
-958
108
$173K 0.15%
12,132
-741
109
– –
-2,104
110
– –
-1,725
111
– –
-7,630
112
– –
-2,845
113
– –
-3,143
114
– –
-51,150
115
– –
-4,700
116
– –
-4,712
117
– –
-16,250
118
– –
-2,590
1 2 3 4
5