KV

Kickstand Ventures Portfolio holdings

AUM $454M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$18.8M
3
+$15.2M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$14.1M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.5M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 4.52%
2 Technology 3.44%
3 Financials 1.68%
4 Healthcare 1.56%
5 Consumer Staples 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.54M 1.41%
+143,034
27
$4.46M 1.38%
+73,575
28
$4.4M 1.36%
+41,927
29
$4.27M 1.32%
+74,780
30
$4.18M 1.29%
+16,115
31
$4.07M 1.26%
+33,120
32
$4.05M 1.25%
+41,145
33
$3.57M 1.11%
+41,365
34
$3.46M 1.07%
+36,654
35
$3.45M 1.07%
+70,581
36
$3.16M 0.98%
+43,659
37
$3.09M 0.96%
+69,606
38
$3.07M 0.95%
+121,108
39
$2.87M 0.89%
+93,642
40
$2.48M 0.77%
+26,382
41
$2.36M 0.73%
+130,152
42
$2.05M 0.63%
+96,934
43
$1.92M 0.6%
+25,498
44
$1.78M 0.55%
+37,390
45
$1.59M 0.49%
+43,475
46
$1.48M 0.46%
+10,427
47
$1.44M 0.45%
+21,034
48
$1.38M 0.43%
+33,849
49
$1.36M 0.42%
+18,764
50
$1.24M 0.38%
+58,297
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