KA
Kercheville Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+24.75%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
–
Cap. Flow
+$184M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
108
New
108
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$19.5M |
| 2 |
Apple
AAPL
|
$17.1M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$7.33M |
| 4 |
Costco
COST
|
$5.96M |
| 5 |
Microsoft
MSFT
|
$5.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 22.33% |
| 2 | Technology | 20.79% |
| 3 | Communication Services | 12.11% |
| 4 | Industrials | 7.82% |
| 5 | Healthcare | 7.56% |
