KLCM

KG&L Capital Management Portfolio holdings

AUM $388M
1-Year Est. Return 20%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$1.75M
3 +$1.37M
4
BA icon
Boeing
BA
+$1.18M
5
VZ icon
Verizon
VZ
+$795K

Top Sells

1 +$1.52M
2 +$1.04M
3 +$680K
4
GILD icon
Gilead Sciences
GILD
+$496K
5
BABA icon
Alibaba
BABA
+$416K

Sector Composition

1 Consumer Staples 26.04%
2 Technology 12.33%
3 Financials 9.84%
4 Consumer Discretionary 8.28%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,755