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
51
$839K 0.21%
7,857
-129
52
$805K 0.21%
3,643
-1,396
53
$650K 0.17%
2,069
+46
54
$546K 0.14%
946
-42
55
$541K 0.14%
4,451
+150
56
$533K 0.14%
11,222
-74
57
$496K 0.13%
845
-9
58
$494K 0.13%
2,121
-156
59
$425K 0.11%
3,980
-65
60
$424K 0.11%
4,416
+5
61
$420K 0.11%
4,600
-164
62
$383K 0.1%
9,462
-9,069
63
$357K 0.09%
2,071
+1
64
$348K 0.09%
5,238
-76
65
$330K 0.08%
534
-40
66
$320K 0.08%
3,416
+325
67
$314K 0.08%
5,308
-94
68
$312K 0.08%
3,142
-107
69
$292K 0.07%
3,182
-10,291
70
$292K 0.07%
5,805
-65
71
$284K 0.07%
485
72
$279K 0.07%
1,039
73
$271K 0.07%
7,123
-98,200
74
$263K 0.07%
5,150
75
$255K 0.07%
2,517
-90
1 2
3
4