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KCM

Key Capital Management Portfolio holdings

AUM $151M
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
$151M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.18M
3
+$6.59M
4
SCMC
Sterling Capital Multi-Strategy Income ETF
SCMC
+$4.88M
5
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$4.06M

Top Sells

1
+$2.15M
2
+$1.92M
3
+$1.1M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$916K

Sector Composition

1 Technology 2.69%
2 Consumer Discretionary 1.32%
3 Financials 1.29%
4 Healthcare 0.59%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSM icon
251
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.6B
$17.2K 0.01%
355
+354
VEU icon
252
Vanguard FTSE All-World ex-US ETF
VEU
$67.5B
$17.1K 0.01%
228
+128
CRBG icon
253
Corebridge Financial
CRBG
$13.3B
$17K 0.01%
711
-1,155
RTX icon
254
RTX Corp
RTX
$250B
$16.4K 0.01%
85
+77
LMBS icon
255
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.33B
$16K 0.01%
322
+164
FTEC icon
256
Fidelity MSCI Information Technology Index ETF
FTEC
$21B
$16K 0.01%
77
CERY
257
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$996M
$16K 0.01%
454
+453
REET icon
258
iShares Global REIT ETF
REET
$4.92B
$15.8K 0.01%
629
+412
FTNT icon
259
Fortinet
FTNT
$106B
$15.5K 0.01%
+190
PANW icon
260
Palo Alto Networks
PANW
$235B
$15.4K 0.01%
96
+2
IWM icon
261
iShares Russell 2000 ETF
IWM
$81.3B
$15.4K 0.01%
62
-16
DVN icon
262
Devon Energy
DVN
$48.6B
$15.2K 0.01%
301
+1
BIV icon
263
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$15K 0.01%
+194
SGOV icon
264
iShares 0-3 Month Treasury Bond ETF
SGOV
$95.3B
$14.9K 0.01%
148
+90
KO icon
265
Coca-Cola
KO
$342B
$14.8K 0.01%
195
+24
HYG icon
266
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$14.7K 0.01%
185
-54
EFAV icon
267
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.07B
$14.7K 0.01%
+161
SPMD icon
268
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.9B
$14.6K 0.01%
+247
TRIN icon
269
Trinity Capital
TRIN
$1.51B
$14.6K 0.01%
994
+732
GSIE icon
270
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.87B
$14.5K 0.01%
336
JNK icon
271
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$14.5K 0.01%
151
+147
IGBH icon
272
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$195M
$14.4K 0.01%
596
+592
SJNK icon
273
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
$14.4K 0.01%
575
+572
OXY icon
274
Occidental Petroleum
OXY
$51.5B
$14.1K 0.01%
217
-3,102
HYHG icon
275
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$175M
$14.1K 0.01%
221
+220
9 10
11
12 13