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
76
$425K 0.1%
2,794
-1,040
77
$411K 0.1%
4,050
-800
78
$398K 0.09%
16,977
+1,799
79
$397K 0.09%
1,933
-747
80
$373K 0.09%
3,152
-171
81
$364K 0.09%
11,857
+14
82
$357K 0.08%
15,376
83
$351K 0.08%
480
+25
84
$347K 0.08%
14,123
-1,470
85
$345K 0.08%
3,306
-143
86
$336K 0.08%
3,625
-320
87
$332K 0.08%
3,982
-807
88
$319K 0.07%
3,355
-490
89
$291K 0.07%
875
-3
90
$285K 0.07%
+3,351
91
$265K 0.06%
2,538
-230
92
$253K 0.06%
+15,093
93
$253K 0.06%
2,695
-85,190
94
$246K 0.06%
2,481
-34
95
$246K 0.06%
922
-34
96
$242K 0.06%
5,605
97
$241K 0.06%
+474
98
$234K 0.05%
6,672
-655
99
$228K 0.05%
+4,804
100
$228K 0.05%
2,579
-12,810
1 2 3
4
5