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
$158M
AUM Growth
-$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.89M
2 +$1.04M
3 +$793K
4
NVO icon
Novo Nordisk
NVO
+$673K
5
TSLA icon
Tesla
TSLA
+$669K

Top Sells

1 +$2.72M
2 +$2.47M
3 +$1.66M
4
IMGN
Immunogen Inc
IMGN
+$944K
5
LUV icon
Southwest Airlines
LUV
+$890K

Sector Composition

1 Energy 24.2%
2 Technology 17.34%
3 Consumer Discretionary 14.7%
4 Communication Services 12.7%
5 Materials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,600
77
-28,575
78
-51,085
79
-2,840