KCM

Kennicott Capital Management Portfolio holdings

AUM $175M
1-Year Est. Return 20.62%
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.66M
3 +$1.31M
4
IYR icon
iShares US Real Estate ETF
IYR
+$993K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$863K

Top Sells

1 +$1.67M
2 +$1.57M
3 +$1.1M
4
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$777K
5
IYH icon
iShares US Healthcare ETF
IYH
+$744K

Sector Composition

1 Real Estate 4.67%
2 Technology 2.3%
3 Healthcare 0.6%
4 Communication Services 0.5%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,288