KA
Kercheville Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+18.35%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+13%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
49.47%
Holding
81
New
6
Increased
27
Reduced
22
Closed
5
Top Buys
| 1 |
Southwest Airlines
LUV
|
$1.27M |
| 2 |
Generac Holdings
GNRC
|
$753K |
| 3 |
DraftKings
DKNG
|
$638K |
| 4 |
Las Vegas Sands
LVS
|
$481K |
| 5 |
Uber
UBER
|
$436K |
Top Sells
| 1 |
IMGN
Immunogen Inc
IMGN
|
$1.44M |
| 2 |
Apple
AAPL
|
$370K |
| 3 |
Blackstone
BX
|
$342K |
| 4 |
MP Materials
MP
|
$313K |
| 5 |
Walt Disney
DIS
|
$300K |
Sector Composition
| 1 | Energy | 23.18% |
| 2 | Technology | 19.18% |
| 3 | Consumer Discretionary | 14.69% |
| 4 | Communication Services | 11.75% |
| 5 | Materials | 6.56% |
