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
101
$257K 0.06%
+1,764
102
$256K 0.06%
+5,459
103
$254K 0.06%
+3,776
104
$252K 0.06%
+8,383
105
$248K 0.05%
5,605
106
$245K 0.05%
2,448
-33
107
$244K 0.05%
498
+24
108
$239K 0.05%
1,169
109
$239K 0.05%
4,475
-17
110
$237K 0.05%
+365
111
$237K 0.05%
6,672
112
$234K 0.05%
1,308
113
$231K 0.05%
477
-32
114
$230K 0.05%
4,792
-12
115
$228K 0.05%
922
116
$225K 0.05%
2,280
-15
117
$224K 0.05%
3,051
+143
118
$224K 0.05%
+2,983
119
$218K 0.05%
+640
120
$213K 0.05%
1,378
+12
121
$212K 0.05%
645
-33
122
$210K 0.05%
4,012
-472
123
$202K 0.04%
2,258
-321
124
$201K 0.04%
917
125
– –
-2,080
2 3 4
5
6