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KCM

Kids Capital Management Portfolio holdings

AUM $106M
1-Year Est. Return 18.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.3M
3
+$1.81M
4
BX icon
Blackstone
BX
+$857K

Top Sells

1
+$4.19M
2
+$1.2M

Sector Composition

1 Consumer Discretionary 44.68%
2 Financials 23.51%
3 Communication Services 12.1%
4 Industrials 8.53%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.6M 15.53%
115,000
+5,000
2
$19.5M 15.45%
89,000
+8,000
3
$15.9M 12.56%
6,800
-500
4
$15.3M 12.1%
63,000
+11,000
5
$13.7M 10.86%
50,500
6
$10.8M 8.53%
55,000
-23,000
7
$9.5M 7.51%
100,000
8
$7.37M 5.82%
29,000
9
$6.72M 5.31%
420,000
10
$3.37M 2.67%
+40,000
11
$3.37M 2.66%
20,000
12
$1.27M 1%
25,000
13
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