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
$118M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$3.44M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$1.68M
5
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$1.09M

Top Sells

1
+$5.41M
2
+$1.31M
3
+$934K

Sector Composition

1 Consumer Discretionary 48.85%
2 Financials 21.96%
3 Industrials 12.32%
4 Healthcare 8.09%
5 Communication Services 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 16.18%
7,300
-400
2
$17.8M 15.07%
81,000
+8,500
3
$16.5M 13.96%
110,000
+13,000
4
$14.5M 12.32%
78,000
+3,000
5
$12.4M 10.56%
50,500
6
$9.54M 8.09%
100,000
7
$9.16M 7.77%
52,000
-8,000
8
$8.29M 7.03%
29,000
+21,500
9
$5.76M 4.89%
420,000
10
$3.67M 3.11%
+20,000
11
$1.19M 1.01%
+25,000
12
– –
-82,000
13
– –
0