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
TLH icon
201
iShares 10-20 Year Treasury Bond ETF
TLH
$12.3B
$24.6K 0.02%
+242
XEMD icon
202
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$813M
$24.3K 0.02%
+546
AVGO icon
203
Broadcom
AVGO
$1.46T
$24.2K 0.02%
+70
GM icon
204
General Motors
GM
$78B
$23.8K 0.02%
+293
XCEM icon
205
Columbia EM Core ex-China ETF
XCEM
$1.48B
$23.8K 0.02%
+620
COST icon
206
Costco
COST
$434B
$23.3K 0.02%
+27
TRV icon
207
Travelers Companies
TRV
$62.7B
$23.2K 0.02%
+80
SON icon
208
Sonoco
SON
$4.83B
$23.1K 0.02%
+530
USMV icon
209
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$23.1K 0.02%
+245
CALF icon
210
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.63B
$23K 0.02%
+519
AGG icon
211
iShares Core US Aggregate Bond ETF
AGG
$138B
$22.3K 0.02%
+223
DLR icon
212
Digital Realty Trust
DLR
$56.5B
$21.7K 0.02%
+140
TM icon
213
Toyota
TM
$315B
$21.4K 0.02%
+100
VGT icon
214
Vanguard Information Technology ETF
VGT
$108B
$21.1K 0.02%
+28
JAVA icon
215
JPMorgan Active Value ETF
JAVA
$5.73B
$20.9K 0.02%
+292
FXED icon
216
Sound Enhanced Fixed Income ETF
FXED
$41.4M
$20.9K 0.02%
+1,169
NSA icon
217
National Storage Affiliates Trust
NSA
$2.47B
$20.2K 0.02%
+716
GSLC icon
218
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.7B
$19.5K 0.02%
+147
HYG icon
219
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$19.3K 0.02%
+239
IWM icon
220
iShares Russell 2000 ETF
IWM
$74.4B
$19.2K 0.02%
+78
VTV icon
221
Vanguard Value ETF
VTV
$168B
$18.7K 0.02%
+98
WEN icon
222
Wendy's
WEN
$1.53B
$18.6K 0.02%
+2,237
BND icon
223
Vanguard Total Bond Market
BND
$146B
$18.1K 0.02%
+245
PSTP icon
224
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$127M
$18K 0.02%
+508
JIRE icon
225
JPMorgan International Research Enhanced Equity ETF
JIRE
$10B
$17.9K 0.02%
+239