KV

Kickstand Ventures Portfolio holdings

AUM $475M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$4.1M
3
+$2.5M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$2.05M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$9.71M
2
+$7.67M
3
+$1.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.42M
5
IYW icon
iShares US Technology ETF
IYW
+$675K

Sector Composition

1 Technology 1.44%
2 Financials 0.63%
3 Energy 0.32%
4 Industrials 0.21%
5 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.31M 1.17%
97,980
-4,049
27
$4.93M 1.09%
110,113
+2,179
28
$4.71M 1.04%
101,405
+6,746
29
$4.58M 1.01%
+142,727
30
$4.28M 0.94%
28,358
+1,256
31
$4.17M 0.92%
201,770
-469,082
32
$4.17M 0.92%
36,653
-2,665
33
$4.12M 0.91%
63,198
+371
34
$3.86M 0.85%
86,342
+3,547
35
$3.73M 0.82%
70,071
+5,623
36
$3.53M 0.78%
17,093
+198
37
$3.33M 0.73%
42,595
-1,043
38
$3.16M 0.69%
88,938
-7,367
39
$2.28M 0.5%
29,778
+2,341
40
$2.27M 0.5%
23,875
-15,151
41
$2.13M 0.47%
18,167
-1,205
42
$2.04M 0.45%
45,970
-1,916
43
$1.86M 0.41%
27,615
-2,054
44
$1.81M 0.4%
27,670
-3,071
45
$1.45M 0.32%
12,838
+59
46
$1.44M 0.32%
9,893
47
$1.4M 0.31%
11,557
-814
48
$1.33M 0.29%
23,373
+761
49
$1.28M 0.28%
2,470
50
$1.27M 0.28%
22,361
-1,203
1
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