KKAMG
Kernodle & Katon Asset Management Group Portfolio holdings
AUM
$167M
1-Year Return
10.02%
This Quarter Return
+1.81%
1 Year Return
+10.02%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.96%
Holding
277
New
275
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$25.7M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$18M |
| 3 |
Schwab International Equity ETF
SCHF
|
$8.3M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$7.97M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$7.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 2.88% |
| 2 | Healthcare | 1.93% |
| 3 | Technology | 1.44% |
| 4 | Consumer Discretionary | 1.25% |
| 5 | Industrials | 0.96% |
