KPP
Kings Path Partners Portfolio holdings
AUM
$248M
This Quarter Return
+0.42%
1 Year Return
+11.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(-13%)
Cap. Flow
-$29.2M
Cap. Flow
% of AUM
-14.27%
Top 10 Holdings %
Top 10 Hldgs %
55.33%
Holding
300
New
12
Increased
41
Reduced
77
Closed
43
Top Buys
Top Sells
| 1 |
Cencora
COR
|
$1.81M |
| 2 |
UnitedHealth
UNH
|
$1.67M |
| 3 |
Sysco
SYY
|
$1.43M |
| 4 |
Lowe's Companies
LOW
|
$1.42M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$1.42M |
Sector Composition
| 1 | Healthcare | 2.78% |
| 2 | Technology | 2.57% |
| 3 | Financials | 2.4% |
| 4 | Energy | 2.38% |
| 5 | Consumer Discretionary | 1.38% |
