KCM

Kendall Capital Management Portfolio holdings

AUM $478M
1-Year Est. Return 23.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$935K
2 +$934K
3 +$721K
4
HPE icon
Hewlett Packard
HPE
+$542K
5
CLS icon
Celestica
CLS
+$529K

Top Sells

1 +$635K
2 +$464K
3 +$346K
4
INTC icon
Intel
INTC
+$311K
5
VSEC icon
VSE Corp
VSEC
+$288K

Sector Composition

1 Technology 22.54%
2 Healthcare 13.16%
3 Financials 11.37%
4 Industrials 9.7%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,850