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
$258M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.35M
3 +$2.04M
4
SOFI icon
SoFi Technologies
SOFI
+$1.59M
5
CELH icon
Celsius Holdings
CELH
+$1.44M

Top Sells

1 +$1.16M
2 +$1.12M
3 +$1.07M
4
INDA icon
iShares MSCI India ETF
INDA
+$702K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$617K

Sector Composition

1 Technology 23.32%
2 Communication Services 16.31%
3 Energy 14.14%
4 Consumer Discretionary 13.26%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,551