KCM

Key Capital Management Portfolio holdings

AUM $101M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$7.5M
3 +$4.55M
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$4.53M
5
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$4.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.48%
2 Financials 2.09%
3 Consumer Discretionary 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PEP icon
226
PepsiCo
PEP
$227B
$17.5K 0.02%
+122
PANW icon
227
Palo Alto Networks
PANW
$116B
$17.3K 0.02%
+94
FTEC icon
228
Fidelity MSCI Information Technology Index ETF
FTEC
$16B
$17.3K 0.02%
+77
ORCL icon
229
Oracle
ORCL
$422B
$16.8K 0.02%
+86
GS icon
230
Goldman Sachs
GS
$274B
$16.7K 0.02%
+19
XTEN icon
231
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$888M
$16.3K 0.02%
+352
HIMU
232
iShares High Yield Muni Active ETF
HIMU
$2.5B
$16.3K 0.02%
+334
JMBS icon
233
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.74B
$16.2K 0.02%
+354
PGHY icon
234
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$198M
$15.8K 0.02%
+796
PFF icon
235
iShares Preferred and Income Securities ETF
PFF
$14.1B
$15.7K 0.02%
+506
HBAN icon
236
Huntington Bancshares
HBAN
$38.6B
$15.5K 0.02%
+891
COWZ icon
237
Pacer US Cash Cows 100 ETF
COWZ
$18.6B
$15.2K 0.02%
+252
CVX icon
238
Chevron
CVX
$359B
$15.1K 0.01%
+99
GSK icon
239
GSK
GSK
$115B
$15.1K 0.01%
+307
VOOG icon
240
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$14.7K 0.01%
+33
GSIE icon
241
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.31B
$14.4K 0.01%
+336
SPBX
242
AllianzIM 6 Month Buffer10 Allocation ETF
SPBX
$44.2M
$14.3K 0.01%
+521
V icon
243
Visa
V
$635B
$14K 0.01%
+40
LRGF icon
244
iShares US Equity Factor ETF
LRGF
$3.12B
$14K 0.01%
+202
HAS icon
245
Hasbro
HAS
$13.6B
$13.9K 0.01%
+170
VXUS icon
246
Vanguard Total International Stock ETF
VXUS
$128B
$13.7K 0.01%
+182
SPYM
247
State Street SPDR Portfolio S&P 500 ETF
SPYM
$105B
$13.4K 0.01%
+167
PZA icon
248
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.3B
$13.2K 0.01%
+569
DINO icon
249
HF Sinclair
DINO
$10.5B
$13.2K 0.01%
+286
IYW icon
250
iShares US Technology ETF
IYW
$19.9B
$13.2K 0.01%
+66