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
$229M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.57M
3 +$1.08M
4
ABBV icon
AbbVie
ABBV
+$1.01M
5
HES
Hess
HES
+$821K

Top Sells

1 +$1.94M
2 +$1.61M
3 +$999K
4
VZ icon
Verizon
VZ
+$990K
5
GRBK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-40,300
127
-960