KCM

Kids Capital Management Portfolio holdings

AUM $118M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.8M
AUM Growth
+$383K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.32M
3
+$1.05M
4
BX icon
Blackstone
BX
+$1M
5
AMZN icon
Amazon
AMZN
+$396K

Top Sells

1
+$3.25M
2
+$2.99M
3
+$13K

Sector Composition

1 Consumer Discretionary 57.6%
2 Financials 26.66%
3 Communication Services 15.73%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 21.97%
13,600
+1,600
2
$8.75M 17.07%
104,500
+12,000
3
$5.42M 10.59%
48,000
+3,500
4
$2.58M 5.04%
27,000
+11,000
5
$2.58M 5.03%
19,000
-22,000
6
$2.21M 4.32%
+9,000
7
– –
-46,000
8
– –
-5,327
9
– –
0