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KPW

Kore Private Wealth Portfolio holdings

AUM $554M
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,271
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$8.55M
3
+$8.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.66M
5
PAA icon
Plains All American Pipeline
PAA
+$6.43M

Top Sells

1
+$6.06M
2
+$4.74M
3
+$4.49M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.92M
5
FBC
Flagstar Bancorp, Inc. New
FBC
+$3.83M

Sector Composition

1 Technology 12.09%
2 Energy 9.27%
3 Communication Services 5.48%
4 Financials 5.04%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-2,144
1127
– –
-2
1128
$0 ﹤0.01%
13
-12
1129
– –
-11
1130
– –
-11
1131
– –
-7,350
1132
$0 ﹤0.01%
+27
1133
– –
-1
1134
– –
-2
1135
$0 ﹤0.01%
2
-117
1136
– –
-400
1137
– –
-11
1138
$0 ﹤0.01%
4
1139
$0 ﹤0.01%
+2,400
1140
– –
-800
1141
– –
-25
1142
– –
-1,000
1143
– –
-2,260
1144
– –
-397
1145
– –
-500
1146
– –
-12
1147
– –
-1,495
1148
$0 ﹤0.01%
+10
1149
– –
-39
1150
$0 ﹤0.01%
260
44 45
46
47 48