KTM
Keeler Thomas Management Portfolio holdings
AUM
$232M
This Quarter Return
-0.13%
1 Year Return
+11.14%
3 Year Return
+43.47%
5 Year Return
+86.72%
10 Year Return
–
AUM
$270M
AUM Growth
+$270M
(+9.2%)
Cap. Flow
-$41.5M
Cap. Flow
% of AUM
-15.37%
Top 10 Holdings %
Top 10 Hldgs %
42.32%
Holding
73
New
11
Increased
23
Reduced
27
Closed
10
Top Buys
| 1 |
Chevron
CVX
|
$3.72M |
| 2 |
M&T Bank
MTB
|
$3.35M |
| 3 |
iShares MSCI India ETF
INDA
|
$2.13M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$2.06M |
| 5 |
CrowdStrike
CRWD
|
$2.06M |
Top Sells
Sector Composition
| 1 | Financials | 10.39% |
| 2 | Technology | 7.99% |
| 3 | Industrials | 7.04% |
| 4 | Healthcare | 5.51% |
| 5 | Consumer Staples | 4.54% |
