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KCS

Koonce Calvin Scott Portfolio holdings

AUM $121M
1-Year Est. Return 37.82%
This Fund
S&P 500
This Quarter Est. Return
+21.78%
1 Year Est. Return
+37.82%
3 Year Est. Return
+67.87%
5 Year Est. Return
+116.02%
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$18.3M
Cap. Flow
+$65.6K
Cap. Flow %
0.06%
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
BTE icon
Baytex Energy
BTE
+$65.6K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 99.94%
2 Energy 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSEC icon
1
VSE Corp
VSEC
$5.84B
$102M 99.94%
1,867,082
– –
BTE icon
2
Baytex Energy
BTE
$3.02B
$61K 0.06%
+18,725
New +$65.6K

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