KC
KHP Capital Portfolio holdings
AUM
$164M
This Quarter Return
+4.22%
1 Year Return
+7.73%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.41%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$28.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$26.3M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$8.97M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$7.58M |
| 5 |
Vanguard Total Bond Market
BND
|
$6.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 4.2% |
| 2 | Financials | 0.95% |
| 3 | Healthcare | 0.72% |
| 4 | Consumer Staples | 0.7% |
| 5 | Industrials | 0.63% |
