KA
Kercheville Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+9.46%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+8.6%)
Cap. Flow
+$4.19M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
49.61%
Holding
127
New
15
Increased
43
Reduced
45
Closed
9
Top Buys
| 1 |
Carlyle Group
CG
|
$1.92M |
| 2 |
InMode
INMD
|
$1.65M |
| 3 |
Hess Midstream
HESM
|
$1.57M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.08M |
| 5 |
AbbVie
ABBV
|
$1.01M |
Top Sells
| 1 |
DraftKings
DKNG
|
$1.94M |
| 2 |
AT&T
T
|
$1.62M |
| 3 |
Generac Holdings
GNRC
|
$999K |
| 4 |
Verizon
VZ
|
$990K |
| 5 |
Green Brick Partners
GRBK
|
$955K |
Sector Composition
| 1 | Consumer Discretionary | 20.42% |
| 2 | Technology | 20.17% |
| 3 | Communication Services | 11.73% |
| 4 | Energy | 11.54% |
| 5 | Financials | 8.59% |
