KLCM

KG&L Capital Management Portfolio holdings

AUM $339M
1-Year Est. Return 13.51%
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$3.86M
3
+$3.52M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.39M
5
JPM icon
JPMorgan Chase
JPM
+$2.55M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 28.13%
2 Financials 11.12%
3 Energy 7.5%
4 Technology 7.48%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.29%
+3,854
77
$248K 0.28%
+10,000
78
$224K 0.25%
+3,331
79
$55K 0.06%
+10,369
80
$35K 0.04%
+904
81
$35K 0.04%
+15,200
82
$0 ﹤0.01%
+150
1 2 3
4