KCM

Kids Capital Management Portfolio holdings

AUM $127M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$15M
2
+$13.8M
3
+$13.6M
4
HWM icon
Howmet Aerospace
HWM
+$9.73M
5
DASH icon
DoorDash
DASH
+$9.23M

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 15.25%
+7,700
2
$13.8M 14.01%
+72,500
3
$13.6M 13.77%
+97,000
4
$9.73M 9.88%
+75,000
5
$9.23M 9.37%
+50,500
6
$7.93M 8.06%
+100,000
7
$7.71M 7.83%
+60,000
8
$5.41M 5.5%
+82,000
9
$4.3M 4.37%
+420,000
10
$1.66M 1.69%
+7,500
11
– –
0
12
– –
0