KV

Kickstand Ventures Portfolio holdings

AUM $475M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$14.3M
3
+$7.45M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$5.52M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.56M

Top Sells

1
+$17.1M
2
+$11.8M
3
+$7.84M
4
OUSM icon
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
+$5.72M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$5.07M

Sector Composition

1 Technology 1.04%
2 Financials 0.55%
3 Energy 0.32%
4 Industrials 0.22%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.24%
23,393
+1,678
52
$911K 0.21%
+19,250
53
$898K 0.21%
+8,360
54
$816K 0.19%
41,522
+30,586
55
$786K 0.18%
11,189
-896
56
$781K 0.18%
2,834
+515
57
$775K 0.18%
+9,297
58
$736K 0.17%
15,936
-647
59
$733K 0.17%
7,280
-51,248
60
$716K 0.17%
14,234
+10,108
61
$705K 0.16%
+13,801
62
$693K 0.16%
14,093
+1,142
63
$678K 0.16%
4,292
+51
64
$667K 0.16%
5,935
-222
65
$648K 0.15%
10,080
-283
66
$551K 0.13%
888
-1
67
$520K 0.12%
784
-52
68
$497K 0.12%
7,610
+284
69
$489K 0.11%
+13,745
70
$489K 0.11%
+16,890
71
$476K 0.11%
5,187
-1,351
72
$464K 0.11%
3,438
-380
73
$457K 0.11%
6,044
+286
74
$452K 0.11%
+8,678
75
$437K 0.1%
18,536
+2,341
1 2
3
4 5