KCM

Kaye Capital Management Portfolio holdings

AUM $260M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.77%
2 Financials 2.72%
3 Communication Services 1.31%
4 Consumer Discretionary 0.38%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$269K 0.14%
+735
27
$264K 0.14%
+1,005