KV
Kickstand Ventures Portfolio holdings
AUM
$428M
This Quarter Return
+1.55%
1 Year Return
+11.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$365M
AUM Growth
+$365M
(+3.3%)
Cap. Flow
+$9.35M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
55.21%
Holding
91
New
7
Increased
31
Reduced
37
Closed
12
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$23.7M |
| 2 |
Schwab International Equity ETF
SCHF
|
$11.6M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.03M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.63M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$4.61M |
Top Sells
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$9.72M |
| 2 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$7.3M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$6.81M |
| 4 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
$6.67M |
| 5 |
Columbia EM Core ex-China ETF
XCEM
|
$5.96M |
Sector Composition
| 1 | Technology | 0.65% |
| 2 | Energy | 0.35% |
| 3 | Industrials | 0.14% |
| 4 | Healthcare | 0.09% |
| 5 | Materials | 0.03% |
