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
51
$410K 0.12%
13,311
52
$398K 0.12%
1,235
-163
53
$362K 0.11%
1,316
+104
54
$358K 0.11%
4,590
55
$357K 0.11%
6,130
+25
56
$357K 0.11%
1,750
57
$355K 0.11%
2,126
-69
58
$339K 0.1%
4,313
59
$322K 0.1%
1,632
-392
60
$318K 0.1%
1,686
+43
61
$316K 0.1%
1,949
+122
62
$294K 0.09%
9,378
63
$292K 0.09%
497
64
$285K 0.09%
3,162
65
$283K 0.09%
937
+138
66
$279K 0.08%
888
67
$272K 0.08%
6,861
+1,511
68
$271K 0.08%
+555
69
$271K 0.08%
1,426
+6
70
$254K 0.08%
964
71
$250K 0.08%
5,456
+300
72
$217K 0.07%
+4,081
73
$211K 0.06%
+1,217
74
$206K 0.06%
+9,384
75
$201K 0.06%
+1,250
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