KA
Kercheville Advisors Portfolio holdings
AUM
$290M
1-Year Return
37.52%
This Quarter Return
+15.49%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$33.7M
(+19%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
6.62%
Top 10 Holdings %
Top 10 Hldgs %
45.91%
Holding
95
New
14
Increased
35
Reduced
16
Closed
9
Top Buys
| 1 |
Celsius Holdings
CELH
|
$3.45M |
| 2 |
Micron Technology
MU
|
$2.07M |
| 3 |
NVIDIA
NVDA
|
$1.63M |
| 4 |
Walmart
WMT
|
$1.54M |
| 5 |
DraftKings
DKNG
|
$1.35M |
Top Sells
| 1 |
IMGN
Immunogen Inc
IMGN
|
$3.41M |
| 2 |
Newmont
NEM
|
$1.63M |
| 3 |
Cameco
CCJ
|
$1.01M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$896K |
| 5 |
Snowflake
SNOW
|
$398K |
Sector Composition
| 1 | Technology | 21.57% |
| 2 | Energy | 18.87% |
| 3 | Consumer Discretionary | 15.07% |
| 4 | Communication Services | 13.33% |
| 5 | Consumer Staples | 7.39% |
