KTM

Keeler Thomas Management Portfolio holdings

AUM $232M
1-Year Est. Return 11.14%
This Quarter Est. Return
1 Year Est. Return
+11.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$426K
2 +$423K
3 +$394K
4
CSCO icon
Cisco
CSCO
+$246K
5
INTC icon
Intel
INTC
+$235K

Sector Composition

1 Technology 21.6%
2 Consumer Staples 19.89%
3 Healthcare 17.83%
4 Financials 7.07%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,200
77
-8,186