KG
Kieckhefer Group Portfolio holdings
AUM
$184M
This Quarter Return
-8.77%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
-$27.9M
(-17%)
Cap. Flow
-$9.97M
Cap. Flow
% of AUM
-7.22%
Top 10 Holdings %
Top 10 Hldgs %
78.83%
Holding
139
New
2
Increased
14
Reduced
9
Closed
92
Top Buys
| 1 |
Cheniere Energy
LNG
|
$3.88M |
| 2 |
BigBear.ai
BBAI
|
$640K |
| 3 |
Microvision
MVIS
|
$222K |
| 4 |
Bridger Aerospace
BAER
|
$195K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$127K |
Top Sells
| 1 |
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
|
$4.61M |
| 2 |
Copart
CPRT
|
$1.95M |
| 3 |
Trade Desk
TTD
|
$1.24M |
| 4 |
NVIDIA
NVDA
|
$827K |
| 5 |
United States Natural Gas Fund
UNG
|
$641K |
Sector Composition
| 1 | Technology | 54.7% |
| 2 | Energy | 14.18% |
| 3 | Healthcare | 4.8% |
| 4 | Industrials | 4.32% |
| 5 | Communication Services | 3.57% |
