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
76
$254K 0.06%
+2,361
77
$253K 0.06%
1,640
-8
78
$250K 0.06%
+2,305
79
$250K 0.06%
+10,532
80
$249K 0.06%
+10,184
81
$249K 0.06%
6,007
-217
82
$243K 0.06%
+957
83
$234K 0.06%
+411
84
$225K 0.06%
393
-20
85
$225K 0.06%
+9,527
86
$224K 0.06%
+9,463
87
$221K 0.06%
+2,405
88
$210K 0.05%
+4,586
89
$207K 0.05%
8,821
-211
90
– –
-30,960
91
– –
-1,921
92
– –
-85,116
93
– –
-11,095
1 2 3
4