KCAM

Kildonan Castle Asset Management Portfolio holdings

AUM $1.08M
1-Year Est. Return 51%
This Quarter Est. Return
1 Year Est. Return
+51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.37M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.12M
3
+$360K

Top Sells

1
+$1.43M

Sector Composition

1 Consumer Discretionary 42.53%
2 Energy 33.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.98M 42.53%
+250,000
2
$3.12M 33.31%
+135,000
3
$1.9M 20.32%
20,000
-15,000
4
$360K 3.84%
+15,000