KDA
Kraft Davis & Associates Portfolio holdings
AUM
$411M
1-Year Est. Return
17.72%
1 Year Est. Return
+17.72%
AUM
$365M
AUM Growth
+$54.4M
(+18%)
Holding
152
Top Buys
| 1 | +$7.97M | |
| 2 | +$2.23M | |
| 3 | +$2.15M | |
| 4 |
Global X Lithium & Battery Tech ETF
LIT
|
+$2.14M |
| 5 |
State Street Ultra Short Term Bond ETF
ULST
|
+$1.92M |
Top Sells
| 1 | +$6.92M | |
| 2 | +$3.82M | |
| 3 | +$3.3M | |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.58M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$2.26M |
Sector Composition
| 1 | Technology | 3.4% |
| 2 | Communication Services | 1.2% |
| 3 | Consumer Discretionary | 0.81% |
| 4 | Financials | 0.49% |
| 5 | Industrials | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
SPDR Portfolio Europe ETF
SPEU
$708M
| – | – |
-17,856
|
|
||
152
US Treasury 2 Year Note ETF
UTWO
$386M
| – | – |
-22,088
|
|