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
51
$1.1M 0.34%
+9,334
52
$1.09M 0.34%
+11,823
53
$1M 0.31%
+9,658
54
$978K 0.3%
+23,398
55
$973K 0.3%
+15,319
56
$796K 0.25%
+2,521
57
$624K 0.19%
+23,707
58
$572K 0.18%
+6,928
59
$557K 0.17%
+11,273
60
$552K 0.17%
+25,043
61
$500K 0.15%
+4,992
62
$495K 0.15%
+8,486
63
$478K 0.15%
+2,036
64
$450K 0.14%
+4,789
65
$432K 0.13%
+15,750
66
$430K 0.13%
+6,687
67
$425K 0.13%
+1,039
68
$393K 0.12%
+11,675
69
$387K 0.12%
+3,996
70
$384K 0.12%
+1,071
71
$381K 0.12%
+2,227
72
$366K 0.11%
+883
73
$359K 0.11%
+1,995
74
$353K 0.11%
+821
75
$345K 0.11%
+1,208
1 2
3
4