KA
Kercheville Advisors Portfolio holdings
AUM
$313M
1-Year Est. Return
58.59%
This Fund
S&P 500
1 Year Est. Return
+58.59%
AUM
$313M
AUM Growth
-$69M
(-18%)
Holding
127
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.71M | |
| 3 | +$680K | |
| 4 |
Halliburton
HAL
|
+$590K |
| 5 |
ImmunityBio
IBRX
|
+$404K |
Top Sells
| 1 | +$4.17M | |
| 2 | +$3.81M | |
| 3 | +$3.19M | |
| 4 |
Baidu
BIDU
|
+$2.97M |
| 5 |
iShares Silver Trust
SLV
|
+$2.71M |
Sector Composition
| 1 | Technology | 20.8% |
| 2 | Energy | 14.46% |
| 3 | Communication Services | 13.54% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Consumer Staples | 8.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Viking Holdings
VIK
$35B
| – | – |
-11,000
|
|
||
|
USAR
127
USA Rare Earth Inc
USAR
$4.8B
| – | – |
-37,200
|
|