KA
Kercheville Advisors Portfolio holdings
AUM
$290M
This Quarter Return
-17.51%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-28%)
Cap. Flow
-$5.46M
Cap. Flow
% of AUM
-3.58%
Top 10 Holdings %
Top 10 Hldgs %
50.65%
Holding
110
New
2
Increased
28
Reduced
44
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$10.9M |
| 2 |
Schlumberger
SLB
|
$984K |
| 3 |
Devon Energy
DVN
|
$842K |
| 4 |
Williams Companies
WMB
|
$593K |
| 5 |
Newmont
NEM
|
$507K |
Top Sells
| 1 |
Goldman Sachs
GS
|
$2.16M |
| 2 |
Apple
AAPL
|
$2.09M |
| 3 |
Costco
COST
|
$1.25M |
| 4 |
Home Depot
HD
|
$1.15M |
| 5 |
AbbVie
ABBV
|
$1.07M |
Sector Composition
| 1 | Energy | 25.53% |
| 2 | Technology | 15.21% |
| 3 | Consumer Discretionary | 12.85% |
| 4 | Communication Services | 9.99% |
| 5 | Materials | 6.76% |
