KG

Kieckhefer Group Portfolio holdings

AUM $210M
1-Year Est. Return 48.38%
This Quarter Est. Return
1 Year Est. Return
+48.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$640K
3
+$222K
4
BAER icon
Bridger Aerospace
BAER
+$195K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$127K

Top Sells

1
+$4.61M
2
+$1.95M
3
+$1.24M
4
NVDA icon
NVIDIA
NVDA
+$827K
5
UNG icon
United States Natural Gas Fund
UNG
+$641K

Sector Composition

1 Technology 54.93%
2 Energy 14.18%
3 Healthcare 4.8%
4 Industrials 4.08%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
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