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KV
Kickstand Ventures Portfolio holdings
AUM
$550M
1-Year Est. Return
22.11%
This Fund
S&P 500
This Quarter
Est. Return
-3.52%
1 Year Est. Return
+22.11%
3 Year Est. Return
+51.41%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$323M
AUM Growth
–
Cap. Flow
+$333M
Cap. Flow
% of AUM
103.19%
Top 10 Holdings %
Top 10 Hldgs %
45.78%
Holding
97
New
97
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$35.4M |
| 2 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$18.9M |
| 3 |
iShares Core Universal USD Bond ETF
IUSB
|
+$15.6M |
| 4 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$14M |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$13.5M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 85.23% |
| 2 | Consumer Discretionary | 4.52% |
| 3 | Technology | 3.44% |
| 4 | Financials | 1.68% |
| 5 | Healthcare | 1.56% |
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Kickstand Ventures's Q3 2023 Portfolio in Review
Q3 2023 is the first quarter with a 13F filing on record for Kickstand Ventures, which disclosed 97 positions worth $323M. Its ten largest holdings account for 46% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 86,468 shares worth $34M.
By sector, the portfolio is most concentrated in Miscellaneous at 85% of assets, followed by Consumer Discretionary and Technology.
- Kickstand Ventures's largest Q3 2023 buy was Vanguard S&P 500 ETF: 86,468 shares worth $34M.
- Kickstand Ventures's ten largest holdings make up 46% of its $323M portfolio in Q3 2023.
- Kickstand Ventures disclosed 97 positions in Q3 2023, its first 13F filing on record.
Based on Kickstand Ventures's 13F filing for Q3 2023, filed 13 Nov 2023.