KCM
Kendall Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
-2.21%
1 Year Return
+20.29%
3 Year Return
+77.27%
5 Year Return
+155.33%
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(-1.1%)
Cap. Flow
+$6.72M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
23.91%
Holding
202
New
7
Increased
69
Reduced
102
Closed
8
Top Buys
| 1 |
Avnet
AVT
|
$933K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$897K |
| 3 |
Cal-Maine
CALM
|
$751K |
| 4 |
Celestica
CLS
|
$634K |
| 5 |
Hewlett Packard
HPE
|
$547K |
Top Sells
| 1 |
WWE
World Wrestling Entertainment
WWE
|
$635K |
| 2 |
Intel
INTC
|
$317K |
| 3 |
Werner Enterprises
WERN
|
$315K |
| 4 |
Oracle
ORCL
|
$286K |
| 5 |
Arrow Electronics
ARW
|
$267K |
Sector Composition
| 1 | Technology | 22.54% |
| 2 | Healthcare | 13.16% |
| 3 | Financials | 11.37% |
| 4 | Industrials | 9.7% |
| 5 | Consumer Discretionary | 9.37% |