KCM

Kids Capital Management Portfolio holdings

AUM $130M
1-Year Est. Return 29.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.6M
3
+$14.6M
4
BILL icon
BILL Holdings
BILL
+$9.05M
5
AVLR
Avalara, Inc.
AVLR
+$8.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 29.43%
2 Financials 26.63%
3 Technology 22.37%
4 Communication Services 21.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 21.57%
+51,000
2
$16M 20.1%
+11,850
3
$14.2M 17.82%
+109,500
4
$7.97M 10.03%
+32,000
5
$7.42M 9.33%
+44,500
6
$7.1M 8.93%
+55,000
7
$7.01M 8.81%
+470,000
8
$2.71M 3.41%
+8,000
9
– –
0