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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
1251
– –
-20
1252
$0 ﹤0.01%
1
-2
1253
– –
-49
1254
– –
-2
1255
– –
-1,353
1256
– –
-2,288
1257
$0 ﹤0.01%
1
1258
– –
-10
1259
– –
-1,785
1260
– –
-35
1261
– –
-10,483
1262
– –
-22
1263
– –
-1
1264
$0 ﹤0.01%
2
-1
1265
$0 ﹤0.01%
3
1266
– –
-3
1267
– –
-10,100
1268
$0 ﹤0.01%
3
1269
$0 ﹤0.01%
+1
1270
– –
-10,969
1271
$0 ﹤0.01%
15
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