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
76
$459K 0.1%
6,044
77
$456K 0.1%
1,791
-142
78
$442K 0.1%
480
79
$439K 0.1%
12,841
+5,473
80
$438K 0.1%
18,536
81
$434K 0.1%
2,794
82
$403K 0.09%
3,136
-16
83
$402K 0.09%
16,977
84
$398K 0.09%
+2,681
85
$375K 0.08%
11,857
86
$367K 0.08%
3,857
+232
87
$360K 0.08%
15,376
88
$358K 0.08%
3,982
89
$351K 0.08%
3,410
-640
90
$346K 0.08%
14,123
91
$341K 0.08%
3,236
-70
92
$340K 0.07%
3,351
93
$324K 0.07%
+20,175
94
$298K 0.07%
852
-23
95
$295K 0.06%
+4,200
96
$277K 0.06%
16,390
+1,297
97
$276K 0.06%
+1,984
98
$270K 0.06%
2,538
99
$269K 0.06%
249
100
$259K 0.06%
2,719
+24
2 3
4
5 6