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KFS

Krane Financial Solutions Portfolio holdings

AUM $147M
This Fund
S&P 500
This Quarter Est. Return
-0.05%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow %
103.39%
Top 10 Hldgs %
68.08%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–

Top Buys

1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.9M
2
GLD icon
SPDR Gold Trust
GLD
+$13.6M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$13.3M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$12.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.15%
2 Industrials 1.56%
3 Financials 1.54%
4 Communication Services 1.41%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.49T
$754K 0.51%
+2,028
New +$835K
AMAT icon
27
Applied Materials
AMAT
$473B
$713K 0.48%
+2,087
New +$702K
PDBC icon
28
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.56B
$712K 0.48%
+41,102
New +$621K
COST icon
29
Costco
COST
$409B
$709K 0.48%
+712
New +$694K
MSFT icon
30
Microsoft
MSFT
$2.86T
$540K 0.37%
+1,459
New +$611K
QCOM icon
31
Qualcomm
QCOM
$188B
$529K 0.36%
+4,106
New +$599K
AMZN icon
32
Amazon
AMZN
$2.66T
$486K 0.33%
+2,335
New +$514K
VIVO
33
VivoPower PLC
VIVO
$145M
$471K 0.32%
+204,720
New +$456K
VTI icon
34
Vanguard Total Stock Market ETF
VTI
$665B
$462K 0.31%
+1,439
New +$483K
HON icon
35
Honeywell
HON
$70.6B
$437K 0.3%
+1,935
New +$442K
META icon
36
Meta Platforms (Facebook)
META
$1.68T
$426K 0.29%
+744
New +$477K
CAT icon
37
Caterpillar
CAT
$430B
$416K 0.28%
+587
New +$407K
USRT icon
38
iShares Core US REIT ETF
USRT
$4.52B
$356K 0.24%
+6,006
New +$361K
IJR icon
39
iShares Core S&P Small-Cap ETF
IJR
$109B
$331K 0.23%
+2,665
New +$339K
EEM icon
40
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$300K 0.2%
+5,280
New +$311K
NVDA icon
41
NVIDIA
NVDA
$5.13T
$299K 0.2%
+1,715
New +$315K
NFLX icon
42
Netflix
NFLX
$310B
$283K 0.19%
+2,941
New +$259K
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.39T
$280K 0.19%
+973
New +$306K
RSP icon
44
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$265K 0.18%
+1,383
New +$274K
IJH icon
45
iShares Core S&P Mid-Cap ETF
IJH
$122B
$255K 0.17%
+3,779
New +$262K
DIS icon
46
Walt Disney
DIS
$166B
$250K 0.17%
+2,596
New +$274K
SHM icon
47
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.48B
$250K 0.17%
+5,218
New +$251K
BMO icon
48
Bank of Montreal
BMO
$127B
$235K 0.16%
+1,738
New +$241K
1
2

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