KCM

Kerusso Capital Management Portfolio holdings

AUM $163M
1-Year Est. Return 11.3%
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$644K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.88M
3
+$1.83M
4
LNG icon
Cheniere Energy
LNG
+$1.78M
5
LPLA icon
LPL Financial
LPLA
+$1.63M

Top Sells

1
+$2.92M
2
+$2.7M
3
+$1.58M
4
NKE icon
Nike
NKE
+$1.51M
5
AMP icon
Ameriprise Financial
AMP
+$1.34M

Sector Composition

1 Financials 25.27%
2 Industrials 12.03%
3 Healthcare 12.01%
4 Energy 11.56%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.98%
7,659
+196
52
$1.42M 0.9%
12,899
+330
53
$1.4M 0.89%
16,833
+424
54
$1.24M 0.79%
+11,475
55
$1.19M 0.76%
43,996
+1,111
56
– –
-10,879
57
– –
-15,919
58
– –
-19,924
59
– –
-27,121
1 2
3