KPP
Kings Path Partners Portfolio holdings
AUM
$248M
1-Year Return
11.94%
This Quarter Return
+7.15%
1 Year Return
+11.94%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
+$44M
(+22%)
Cap. Flow
+$31.4M
Cap. Flow
% of AUM
12.66%
Top 10 Holdings %
Top 10 Hldgs %
57.69%
Holding
293
New
36
Increased
52
Reduced
59
Closed
10
Top Buys
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$2.15M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$2.11M |
| 3 |
NVIDIA
NVDA
|
$1.71M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.23M |
| 5 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$912K |
Sector Composition
| 1 | Healthcare | 2.75% |
| 2 | Financials | 1.94% |
| 3 | Technology | 1.79% |
| 4 | Consumer Discretionary | 1.78% |
| 5 | Energy | 1.76% |
