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
$454M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$4.58M
3
+$2.5M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$2.05M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.37M

Top Sells

1
+$9.71M
2
+$7.97M
3
+$1.48M
4
MBB icon
iShares MBS ETF
MBB
+$1.44M
5
IYW icon
iShares US Technology ETF
IYW
+$722K

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
IWB icon
51
iShares Russell 1000 ETF
IWB
$46.8B
$1.15M 0.25%
3,155
-115
PAVE icon
52
Global X US Infrastructure Development ETF
PAVE
$11B
$1.1M 0.24%
23,102
-291
XLG icon
53
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$1.09M 0.24%
19,004
+10,326
IJR icon
54
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$1.08M 0.24%
9,115
-2,072
XTEN icon
55
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$866M
$1.08M 0.24%
23,094
+7,158
BIL icon
56
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.7B
$1.06M 0.23%
11,537
+6,350
ARKK icon
57
ARK Innovation ETF
ARKK
$7.35B
$966K 0.21%
11,189
USFR icon
58
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$958K 0.21%
19,062
+4,828
BAC icon
59
Bank of America
BAC
$379B
$936K 0.21%
18,150
-1,100
AVGO icon
60
Broadcom
AVGO
$1.63T
$927K 0.2%
2,809
-25
NVDA icon
61
NVIDIA
NVDA
$4.55T
$908K 0.2%
4,866
+574
PRU icon
62
Prudential Financial
PRU
$40.7B
$867K 0.19%
8,360
AOA icon
63
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.81B
$819K 0.18%
9,297
IAGG icon
64
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$802K 0.18%
15,652
+1,851
NOBL icon
65
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$734K 0.16%
7,118
-162
IFRA icon
66
iShares US Infrastructure ETF
IFRA
$3.45B
$729K 0.16%
13,805
-288
JMOM icon
67
JPMorgan US Momentum Factor ETF
JMOM
$1.82B
$682K 0.15%
10,046
-34
IGM icon
68
iShares Expanded Tech Sector ETF
IGM
$8.93B
$658K 0.14%
5,227
-708
IVV icon
69
iShares Core S&P 500 ETF
IVV
$761B
$589K 0.13%
879
-9
VGT icon
70
Vanguard Information Technology ETF
VGT
$114B
$585K 0.13%
784
THRO
71
iShares U.S. Thematic Rotation Active ETF
THRO
$7.21B
$559K 0.12%
14,766
+1,021
LITE icon
72
Lumentum
LITE
$24.3B
$546K 0.12%
3,355
ITOT icon
73
iShares Core S&P Total US Stock Market ETF
ITOT
$81.8B
$501K 0.11%
3,438
VWOB icon
74
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.67B
$500K 0.11%
7,471
-139
T icon
75
AT&T
T
$168B
$474K 0.1%
16,790
-100
1 2
3
4 5