KCPT
Kingstone Capital Partners Texas Portfolio holdings
AUM
$153M
This Quarter Return
+5.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.17%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$19.3M |
| 2 |
Apple
AAPL
|
$9.01M |
| 3 |
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
|
$7.26M |
| 4 |
Microsoft
MSFT
|
$6.73M |
| 5 |
Meta Platforms (Facebook)
META
|
$5.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 30.3% |
| 2 | Financials | 11.61% |
| 3 | Communication Services | 9.19% |
| 4 | Consumer Discretionary | 5.01% |
| 5 | Consumer Staples | 3.92% |
