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
$64.7M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.03M
3
+$317K
4
AVLR
Avalara, Inc.
AVLR
+$304K

Top Sells

1
+$2.09M
2
+$2.07M
3
+$1.25M

Sector Composition

1 Consumer Discretionary 34.74%
2 Financials 27.85%
3 Technology 19.46%
4 Communication Services 17.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 23.53%
12,800
+950
2
$11.7M 18.15%
92,500
-17,000
3
$10.2M 15.81%
46,000
-5,000
4
$7.25M 11.21%
44,500
5
$6.28M 9.7%
495,000
+25,000
6
$5.77M 8.92%
58,000
+3,000
7
$4.99M 7.71%
22,000
-10,000
8
$1.83M 2.83%
8,000
9
$1.39M 2.15%
+10,000