KV

Kickstand Ventures Portfolio holdings

AUM $475M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.24%
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
+$8.13M
2
+$4.1M
3
+$2.5M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$2.05M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.36M

Top Sells

1
+$9.71M
2
+$7.67M
3
+$1.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.42M
5
IYW icon
iShares US Technology ETF
IYW
+$675K

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
51
$1.15M 0.25%
3,155
-115
52
$1.1M 0.24%
23,102
-291
53
$1.09M 0.24%
19,004
+10,326
54
$1.08M 0.24%
9,115
-2,072
55
$1.08M 0.24%
23,094
+7,158
56
$1.06M 0.23%
11,537
+6,350
57
$966K 0.21%
11,189
58
$958K 0.21%
19,062
+4,828
59
$936K 0.21%
18,150
-1,100
60
$927K 0.2%
2,809
-25
61
$908K 0.2%
4,866
+574
62
$867K 0.19%
8,360
63
$819K 0.18%
9,297
64
$802K 0.18%
15,652
+1,851
65
$734K 0.16%
7,118
-162
66
$729K 0.16%
13,805
-288
67
$682K 0.15%
10,046
-34
68
$658K 0.14%
5,227
-708
69
$589K 0.13%
879
-9
70
$585K 0.13%
6,272
71
$559K 0.12%
14,766
+1,021
72
$546K 0.12%
3,355
73
$501K 0.11%
3,438
74
$500K 0.11%
7,471
-139
75
$474K 0.1%
16,790
-100
1 2
3
4 5