KCM

Kennondale Capital Management Portfolio holdings

AUM $136M
1-Year Est. Return 34.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.24M
3
+$3.01M
4
ALB icon
Albemarle
ALB
+$2.77M
5
MKL icon
Markel Group
MKL
+$2.43M

Top Sells

No sells this quarter

Sector Composition

1 Financials 26.65%
2 Industrials 14.5%
3 Energy 10.85%
4 Healthcare 10.04%
5 Consumer Discretionary 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.33%
+9,512
77
$301K 0.32%
+4,514
78
$254K 0.27%
+3,845
79
$254K 0.27%
+741
80
$174K 0.19%
+10,961
1 2 3
4