KCM
Kennicott Capital Management Portfolio holdings
AUM
$175M
This Quarter Return
-4.36%
1 Year Return
+20.62%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-4.9%)
Cap. Flow
-$637K
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
73.75%
Holding
43
New
4
Increased
10
Reduced
11
Closed
2
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
$9.27M |
| 2 |
Vanguard Consumer Discretionary ETF
VCR
|
$1.05M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$801K |
| 4 |
Vanguard Industrials ETF
VIS
|
$422K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$258K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$9.38M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.22M |
| 3 |
Vanguard Growth ETF
VUG
|
$991K |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$423K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$332K |
Sector Composition
| 1 | Technology | 1.55% |
| 2 | Communication Services | 1.15% |
| 3 | Healthcare | 1.09% |
| 4 | Consumer Discretionary | 0.24% |
