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
$392M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$5.01M
3
+$3.58M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.33M
5
JPIE icon
JPMorgan Income ETF
JPIE
+$2.9M

Top Sells

1
+$10.5M
2
+$4.35M
3
+$3.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.33M

Sector Composition

1 Technology 0.61%
2 Energy 0.33%
3 Industrials 0.14%
4 Healthcare 0.08%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.82M 1.23%
97,521
+792
27
$4M 1.02%
37,151
+2,361
28
$3.7M 0.94%
67,719
-3,089
29
$3.66M 0.93%
38,164
+2,668
30
$3.58M 0.91%
+14,596
31
$3.47M 0.89%
55,692
+1,159
32
$3.33M 0.85%
+34,212
33
$3.2M 0.82%
40,853
-222
34
$2.9M 0.74%
+62,536
35
$2.83M 0.72%
14,359
-1,354
36
$2.7M 0.69%
50,472
+13,262
37
$2.52M 0.64%
85,393
+599
38
$2.26M 0.58%
38,709
+8,324
39
$2.22M 0.57%
49,590
-271
40
$2.11M 0.54%
34,489
+7,576
41
$1.94M 0.5%
19,115
+65
42
$1.56M 0.4%
12,359
-19
43
$1.52M 0.39%
15,469
-1,861
44
$1.43M 0.37%
67,886
+4,881
45
$1.3M 0.33%
11,067
-146
46
$1.25M 0.32%
11,420
-560
47
$1.2M 0.31%
24,018
+1,041
48
$1.16M 0.3%
2,383
+1,375
49
$997K 0.25%
2,316
50
$866K 0.22%
18,445
+446
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