KG

Kieckhefer Group Portfolio holdings

AUM $214M
1-Year Est. Return 80.37%
This Quarter Est. Return
1 Year Est. Return
+80.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$11.8M
3
+$9.86M
4
XOM icon
Exxon Mobil
XOM
+$7.75M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 56.09%
2 Energy 9.12%
3 Industrials 6.11%
4 Healthcare 4.26%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.01K ﹤0.01%
+160
127
$4.53K ﹤0.01%
+58
128
$4.26K ﹤0.01%
+2,000
129
$4K ﹤0.01%
+33
130
$3.4K ﹤0.01%
+2
131
$2.28K ﹤0.01%
+500
132
$2.2K ﹤0.01%
+100
133
$1.21K ﹤0.01%
+40
134
$1.21K ﹤0.01%
+40
135
$513 ﹤0.01%
+50
2 3 4 5
6