KTM

Keeler Thomas Management Portfolio holdings

AUM $210M
1-Year Est. Return 8.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$8.75M
3
+$5.49M
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$4.53M
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$3.62M

Top Sells

1
+$6.7M
2
+$6.28M
3
+$6.08M
4
PEP icon
PepsiCo
PEP
+$5.28M
5
HSY icon
Hershey
HSY
+$4.13M

Sector Composition

1 Technology 13.14%
2 Financials 7.69%
3 Healthcare 7.61%
4 Consumer Staples 7.08%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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