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
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.48%
2 Financials 2.1%
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
$12.1B
$24.6K 0.02%
+242
XEMD icon
202
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$909M
$24.3K 0.02%
+546
AVGO icon
203
Broadcom
AVGO
$1.95T
$24.2K 0.02%
+70
GM icon
204
General Motors
GM
$70.7B
$23.8K 0.02%
+293
XCEM icon
205
Columbia EM Core ex-China ETF
XCEM
$1.86B
$23.8K 0.02%
+620
COST icon
206
Costco
COST
$449B
$23.3K 0.02%
+27
TRV icon
207
Travelers Companies
TRV
$63.6B
$23.2K 0.02%
+80
SON icon
208
Sonoco
SON
$5.11B
$23.1K 0.02%
+530
USMV icon
209
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$23.1K 0.02%
+245
CALF icon
210
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.44B
$23K 0.02%
+519
AGG icon
211
iShares Core US Aggregate Bond ETF
AGG
$135B
$22.3K 0.02%
+223
DLR icon
212
Digital Realty Trust
DLR
$68.4B
$21.7K 0.02%
+140
TM icon
213
Toyota
TM
$224B
$21.4K 0.02%
+100
VGT icon
214
Vanguard Information Technology ETF
VGT
$16.5B
$21.1K 0.02%
+224
JAVA icon
215
JPMorgan Active Value ETF
JAVA
$6.43B
$20.9K 0.02%
+292
FXED icon
216
Sound Enhanced Fixed Income ETF
FXED
$40.4M
$20.9K 0.02%
+1,169
NSA icon
217
National Storage Affiliates Trust
NSA
$3.34B
$20.2K 0.02%
+716
GSLC icon
218
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$19.5K 0.02%
+147
HYG icon
219
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$19.3K 0.02%
+239
IWM icon
220
iShares Russell 2000 ETF
IWM
$78B
$19.2K 0.02%
+78
VTV icon
221
Vanguard Value ETF
VTV
$172B
$18.7K 0.02%
+98
WEN icon
222
Wendy's
WEN
$1.32B
$18.6K 0.02%
+2,237
BND icon
223
Vanguard Total Bond Market
BND
$151B
$18.1K 0.02%
+245
PSTP icon
224
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$129M
$18K 0.02%
+508
JIRE icon
225
JPMorgan International Research Enhanced Equity ETF
JIRE
$10.6B
$17.9K 0.02%
+239