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
$216M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.86M
3 +$1.61M
4
NEM icon
Newmont
NEM
+$1.44M
5
AMZN icon
Amazon
AMZN
+$1.33M

Top Sells

1 +$4.7M
2 +$3.75M
3 +$3.32M
4
TDOC icon
Teladoc Health
TDOC
+$2.62M
5
INMD icon
InMode
INMD
+$706K

Sector Composition

1 Consumer Discretionary 21.87%
2 Technology 18.63%
3 Communication Services 12.51%
4 Energy 10.29%
5 Financials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,000
127
-1,050
128
-21,000