KCM
Kennicott Capital Management Portfolio holdings
AUM
$175M
This Quarter Return
+4.07%
1 Year Return
+20.62%
3 Year Return
+80.96%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.51%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$18.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$13.1M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$13M |
| 4 |
Vanguard Growth ETF
VUG
|
$9.64M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$6.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 3.69% |
| 2 | Technology | 2.99% |
| 3 | Communication Services | 0.5% |
| 4 | Consumer Discretionary | 0.38% |
