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
$454M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$4.58M
3
+$2.5M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$2.05M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.37M

Top Sells

1
+$9.71M
2
+$7.97M
3
+$1.48M
4
MBB icon
iShares MBS ETF
MBB
+$1.44M
5
IYW icon
iShares US Technology ETF
IYW
+$722K

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
ANET icon
101
Arista Networks
ANET
$164B
$257K 0.06%
+1,764
AMLP icon
102
Alerian MLP ETF
AMLP
$11B
$256K 0.06%
+5,459
SNEX icon
103
StoneX
SNEX
$5.53B
$254K 0.06%
+2,517
KD icon
104
Kyndryl
KD
$6.18B
$252K 0.06%
+8,383
IQLT icon
105
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
$248K 0.05%
5,605
AGG icon
106
iShares Core US Aggregate Bond ETF
AGG
$136B
$245K 0.05%
2,448
-33
CRWD icon
107
CrowdStrike
CRWD
$115B
$244K 0.05%
498
+24
AMAT icon
108
Applied Materials
AMAT
$253B
$239K 0.05%
1,169
EEM icon
109
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$239K 0.05%
4,475
-17
EME icon
110
Emcor
EME
$30.5B
$237K 0.05%
+365
RSPR icon
111
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$102M
$237K 0.05%
6,672
SE icon
112
Sea Limited
SE
$73.4B
$234K 0.05%
1,308
TMO icon
113
Thermo Fisher Scientific
TMO
$235B
$231K 0.05%
477
-32
EAGG icon
114
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.4B
$230K 0.05%
4,792
-12
PGR icon
115
Progressive
PGR
$119B
$228K 0.05%
922
CORP icon
116
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.37B
$225K 0.05%
2,280
-15
VXUS icon
117
Vanguard Total International Stock ETF
VXUS
$126B
$224K 0.05%
3,051
+143
AVEM icon
118
Avantis Emerging Markets Equity ETF
AVEM
$17.1B
$224K 0.05%
+2,983
V icon
119
Visa
V
$632B
$218K 0.05%
+640
XLI icon
120
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$213K 0.05%
1,378
+12
VTI icon
121
Vanguard Total Stock Market ETF
VTI
$582B
$212K 0.05%
645
-33
DON icon
122
WisdomTree US MidCap Dividend Fund
DON
$3.86B
$210K 0.05%
4,012
-472
TLT icon
123
iShares 20+ Year Treasury Bond ETF
TLT
$47.1B
$202K 0.04%
2,258
-321
AMZN icon
124
Amazon
AMZN
$2.55T
$201K 0.04%
917
BSCS icon
125
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.22B
– –
-11,048
2 3 4
5
6