KA
Kercheville Advisors Portfolio holdings
AUM
$290M
This Quarter Return
-2.5%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$97.8M
AUM Growth
+$97.8M
(-36%)
Cap. Flow
-$49.4M
Cap. Flow
% of AUM
-50.56%
Top 10 Holdings %
Top 10 Hldgs %
51.03%
Holding
97
New
3
Increased
19
Reduced
30
Closed
16
Top Buys
| 1 |
Tesla
TSLA
|
$789K |
| 2 |
InMode
INMD
|
$606K |
| 3 |
Cheniere Energy
LNG
|
$515K |
| 4 |
Schlumberger
SLB
|
$393K |
| 5 |
Devon Energy
DVN
|
$313K |
Top Sells
| 1 |
Apple
AAPL
|
$14.6M |
| 2 |
Amazon
AMZN
|
$11.6M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$9.18M |
| 4 |
Agnico Eagle Mines
AEM
|
$5.6M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$5.06M |
Sector Composition
| 1 | Energy | 40.65% |
| 2 | Consumer Discretionary | 8.65% |
| 3 | Financials | 8.34% |
| 4 | Consumer Staples | 6.75% |
| 5 | Technology | 6.54% |
