KP

Kitching Partners Portfolio holdings

AUM $98.5M
1-Year Est. Return 13.12%
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.2M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$640K
3
+$552K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$499K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$282K

Top Sells

1
+$201K
2
+$91.6K
3
+$74.9K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$17.6K
5
VTV icon
Vanguard Value ETF
VTV
+$4.06K

Sector Composition

1 Technology 4.03%
2 Consumer Discretionary 1.2%
3 Healthcare 0.46%
4 Industrials 0.45%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$257K 0.33%
+1,253
27
$253K 0.32%
+2,103
28
$231K 0.3%
+30,272
29
$217K 0.28%
3,727
-1,288
30
$216K 0.28%
+647
31
$88.5K 0.11%
+11,013
32
$66.6K 0.09%
12,018
33
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