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
$311M
AUM Growth
+$991K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.39M
3
+$1.21M
4
DPST icon
Direxion Daily Regional Banks Bull 3X Shares
DPST
+$1.06M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$942K

Top Sells

1
+$2.76M
2
+$1.31M
3
+$1.18M
4
COIN icon
Coinbase
COIN
+$1.14M
5
AVGO icon
Broadcom
AVGO
+$1.12M

Sector Composition

1 Technology 21.06%
2 Financials 13.97%
3 Consumer Staples 9.36%
4 Consumer Discretionary 8.55%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$592K 0.19%
9,811
+3,850
102
$592K 0.19%
5,920
+2,450
103
$584K 0.19%
+10,091
104
$580K 0.19%
10,044
-17,290
105
$578K 0.19%
5,439
-1,560
106
$576K 0.19%
5,229
-2,294
107
$568K 0.18%
24,165
+200
108
$567K 0.18%
16,458
-5,010
109
$564K 0.18%
4,891
-885
110
$561K 0.18%
30,648
+600
111
$558K 0.18%
1,951
-390
112
$554K 0.18%
4,340
-38
113
$551K 0.18%
277
+27
114
$547K 0.18%
5,916
+280
115
$543K 0.17%
4,514
+374
116
$541K 0.17%
17,195
+730
117
$536K 0.17%
2,535
-17
118
$535K 0.17%
58,090
-2,850
119
$532K 0.17%
2,219
120
$530K 0.17%
19,423
+13,143
121
$522K 0.17%
3,904
-127
122
$520K 0.17%
10,626
-500
123
$518K 0.17%
2,139
+221
124
$504K 0.16%
3,663
-394
125
$501K 0.16%
6,373
+85
3 4
5
6 7