KA

Kercheville Advisors Portfolio holdings

AUM $331M
1-Year Est. Return 54.92%
This Quarter Est. Return
1 Year Est. Return
+54.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.7M
3
+$854K
4
ET icon
Energy Transfer Partners
ET
+$743K
5
LUCK
Lucky Strike Entertainment
LUCK
+$610K

Top Sells

1
+$2.82M
2
+$2.36M
3
+$1.99M
4
AMZN icon
Amazon
AMZN
+$1.12M
5
AAPL icon
Apple
AAPL
+$943K

Sector Composition

1 Energy 25.89%
2 Technology 17.92%
3 Consumer Discretionary 13.43%
4 Communication Services 10.73%
5 Materials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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