KA
Kercheville Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+7.19%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+8.8%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
7.43%
Top 10 Holdings %
Top 10 Hldgs %
48.47%
Holding
92
New
6
Increased
40
Reduced
17
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$10.9M |
| 2 |
Sunoco
SUN
|
$8.71M |
| 3 |
Micron Technology
MU
|
$2.32M |
| 4 |
Eli Lilly
LLY
|
$1.45M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$1.28M |
Top Sells
| 1 |
NS
NuStar Energy L.P.
NS
|
$8.96M |
| 2 |
InMode
INMD
|
$2.21M |
| 3 |
Uber
UBER
|
$1.54M |
| 4 |
HES
Hess
HES
|
$1.48M |
| 5 |
AbbVie
ABBV
|
$1.26M |
Sector Composition
| 1 | Technology | 22.66% |
| 2 | Energy | 16.88% |
| 3 | Communication Services | 15.08% |
| 4 | Consumer Discretionary | 13.86% |
| 5 | Consumer Staples | 7.52% |
