KA
Kercheville Advisors Portfolio holdings
AUM
$290M
This Quarter Return
+6.84%
1 Year Return
+37.52%
3 Year Return
+170.12%
5 Year Return
–
10 Year Return
–
AUM
$258M
AUM Growth
+$258M
(+8.7%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
4.91%
Top 10 Holdings %
Top 10 Hldgs %
50.19%
Holding
101
New
16
Increased
30
Reduced
27
Closed
7
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.88M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.35M |
| 3 |
Palantir
PLTR
|
$2.04M |
| 4 |
SoFi Technologies
SOFI
|
$1.59M |
| 5 |
Celsius Holdings
CELH
|
$1.44M |
Top Sells
| 1 |
CrowdStrike
CRWD
|
$1.16M |
| 2 |
Micron Technology
MU
|
$1.12M |
| 3 |
iShares Silver Trust
SLV
|
$1.07M |
| 4 |
iShares MSCI India ETF
INDA
|
$702K |
| 5 |
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 | 6.82% |