KP
Kitching Partners Portfolio holdings
AUM
$106M
1-Year Est. Return
12.47%
1 Year Est. Return
+12.47%
AUM
$98.5M
AUM Growth
+$11.6M
(+13%)
Holding
38
Top Buys
| 1 | +$1.87M | |
| 2 | +$1.07M | |
| 3 | +$875K | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$629K |
| 5 |
Vanguard Value ETF
VTV
|
+$487K |
Top Sells
| 1 | +$254K | |
| 2 | +$234K | |
| 3 | +$216K | |
| 4 |
Amazon
AMZN
|
+$199K |
| 5 |
iShares Core High Dividend ETF
HDV
|
+$83.2K |
Sector Composition
| 1 | Technology | 3.53% |
| 2 | Financials | 0.76% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Communication Services | 0.55% |
| 5 | Industrials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$4.13T
| $321K | 0.33% |
1,565
-255
|
|
||
27
Eastern Bankshares
EBC
$4.29B
| $307K | 0.31% |
20,077
+175
|
|
||
28
Philips
PHG
$27.1B
| $270K | 0.27% |
11,259
|
|
||
|
29
iShares Core High Dividend ETF
HDV
$11.8B
| $233K | 0.24% |
1,991
-710
|
|
||
|
FISV
30
Fiserv Inc
FISV
$33.8B
| $221K | 0.22% |
1,284
+31
|
|
||
31
Netflix
NFLX
$462B
| $217K | 0.22% |
+1,620
|
|
||
32
Sherwin-Williams
SHW
$85.1B
| $207K | 0.21% |
602
-45
|
|
||
33
Amplify Junior Silver Miners ETF
SILJ
$3.19B
| $186K | 0.19% |
12,583
|
|
||
34
BigBear.ai
BBAI
$2.69B
| $139K | 0.14% |
20,410
|
|
||
|
ORLA
35
Orla Mining
ORLA
$4.77B
| $120K | 0.12% |
12,018
|
|
||
36
Broadcom
AVGO
$1.85T
| – | – |
-1,292
|
|
||
37
Charles Schwab
SCHW
$165B
| – | – |
-2,987
|
|
||
38
UnitedHealth
UNH
$296B
| – | – |
-485
|
|