KAM

KEB Asset Management Portfolio holdings

AUM $446M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.25M
3
+$1.23M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.12M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$842K

Top Sells

1
+$135K
2
+$77.4K
3
+$52.5K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$46.9K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$28.2K

Sector Composition

1 Consumer Staples 3.91%
2 Technology 2.08%
3 Financials 1.23%
4 Industrials 1.17%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.38%
47,691
+537
27
$1.23M 0.37%
14,045
+78
28
$1.1M 0.33%
5,222
+200
29
$1.09M 0.33%
19,285
-1
30
$1.07M 0.32%
5,330
-84
31
$1.04M 0.31%
3,179
+10
32
$961K 0.29%
2,302
-61
33
$958K 0.29%
7,007
+2
34
$935K 0.28%
23,558
+10,559
35
$927K 0.28%
13,090
36
$886K 0.27%
1,000
+150
37
$791K 0.24%
1,718
-102
38
$718K 0.22%
3,026
+10
39
$693K 0.21%
1,208
+11
40
$609K 0.18%
3,271
+516
41
$544K 0.16%
3,199
42
$542K 0.16%
2,000
43
$534K 0.16%
2,166
+222
44
$523K 0.16%
4,309
+1,494
45
$511K 0.15%
3,082
+150
46
$461K 0.14%
1,179
47
$453K 0.14%
2,049
+203
48
$444K 0.13%
2,011
49
$430K 0.13%
3,775
-133
50
$428K 0.13%
5,061
+494
1
2
3