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
$475M
AUM Growth
+$396K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.23M
3
+$2.28M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.41M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.19M

Top Sells

1
+$9.24M
2
+$1.75M
3
+$1,000K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$509K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$472K

Sector Composition

1 Technology 1.83%
2 Financials 0.96%
3 Energy 0.31%
4 Industrials 0.2%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAGG icon
101
iShares Core International Aggregate Bond Fund
IAGG
$13.5B
$334K 0.07%
+6,679
AMAT icon
102
Applied Materials
AMAT
$389B
$325K 0.07%
951
EMB icon
103
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$319K 0.07%
3,397
-1,445
AMLP icon
104
Alerian MLP ETF
AMLP
$12.4B
$311K 0.07%
+5,913
GBF icon
105
iShares Government/Credit Bond ETF
GBF
$119M
$308K 0.06%
2,952
-88
BKLC icon
106
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.36B
$307K 0.06%
2,456
-1,071
XLV icon
107
State Street Health Care Select Sector SPDR ETF
XLV
$37.5B
$306K 0.06%
2,090
+108
WDC icon
108
Western Digital
WDC
$194B
$303K 0.06%
1,121
-1,119
EME icon
109
Emcor
EME
$36.8B
$300K 0.06%
406
SOUN icon
110
SoundHound AI
SOUN
$3.82B
$296K 0.06%
43,101
+20,029
PLMR icon
111
Palomar
PLMR
$2.77B
$279K 0.06%
2,335
BSCU icon
112
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.54B
$274K 0.06%
16,390
MUB icon
113
iShares National Muni Bond ETF
MUB
$44.8B
$269K 0.06%
2,538
IQLT icon
114
iShares MSCI Intl Quality Factor ETF
IQLT
$13.4B
$258K 0.05%
5,579
ROK icon
115
Rockwell Automation
ROK
$51.6B
$256K 0.05%
712
-140
BMY icon
116
Bristol-Myers Squibb
BMY
$111B
$253K 0.05%
4,175
+306
STX icon
117
Seagate
STX
$210B
$252K 0.05%
+642
USMV icon
118
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$249K 0.05%
2,687
-10
ANET icon
119
Arista Networks
ANET
$221B
$237K 0.05%
1,934
+170
VTI icon
120
Vanguard Total Stock Market ETF
VTI
$660B
$228K 0.05%
711
-7
MO icon
121
Altria Group
MO
$116B
$227K 0.05%
+3,446
EEM icon
122
iShares MSCI Emerging Markets ETF
EEM
$31.4B
$225K 0.05%
3,955
-273
XLI icon
123
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
$222K 0.05%
1,371
-1
CORP icon
124
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.61B
$220K 0.05%
2,268
-8
VST icon
125
Vistra
VST
$53.3B
$218K 0.05%
1,452
+126
2 3 4
5
6