KCIC
Kuhn & Co Investment Counsel Portfolio holdings
AUM
$132M
This Quarter Return
+10.85%
1 Year Return
+15.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.6M
AUM Growth
–
Cap. Flow
+$97.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.82%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$3.82M |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$3.51M |
| 3 |
Vanguard Growth ETF
VUG
|
$2.75M |
| 4 |
Vanguard Value ETF
VTV
|
$2.64M |
| 5 |
Capital Group Growth ETF
CGGR
|
$2.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.76% |
| 2 | Healthcare | 9.57% |
| 3 | Industrials | 7.12% |
| 4 | Financials | 6.93% |
| 5 | Consumer Staples | 4.98% |
