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
$88.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$15.7M
3
+$15.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.9M
5
ILMN icon
Illumina
ILMN
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 44.94%
2 Financials 20.21%
3 Industrials 11.01%
4 Healthcare 8.98%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 17%
+7,700
2
$13.8M 15.61%
+72,500
3
$13.6M 15.35%
+97,000
4
$9.73M 11.01%
+75,000
5
$9.23M 10.45%
+50,500
6
$7.93M 8.98%
+100,000
7
$7.71M 8.72%
+60,000
8
$5.41M 6.13%
+82,000
9
$4.3M 4.87%
+420,000
10
$1.66M 1.88%
+7,500
11
– –
0
12
– –
0