KV

Kickstand Ventures Portfolio holdings

AUM $428M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$9.51M
3
+$8.55M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$7.34M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$5.85M

Top Sells

1
+$18.3M
2
+$11.6M
3
+$10.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$9.56M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$7.83M

Sector Composition

1 Technology 0.6%
2 Energy 0.3%
3 Industrials 0.15%
4 Healthcare 0.09%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,141
102
– –
-4,260
103
– –
-3,984
104
– –
-1,985
105
– –
-6,847
106
– –
-577
1 2 3 4
5