KMC

Kirr Marbach & Co Portfolio holdings

AUM $523M
1-Year Est. Return 25.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.68M
3
+$3.27M
4
CROX icon
Crocs
CROX
+$2.72M
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$820K

Top Sells

1
+$9.17M
2
+$4.58M
3
+$2.08M
4
INMD icon
InMode
INMD
+$1.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$619K

Sector Composition

1 Industrials 30.99%
2 Technology 12.4%
3 Consumer Discretionary 8.91%
4 Utilities 6.47%
5 Communication Services 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.06%
844
52
$288K 0.06%
4,986
53
$241K 0.05%
1,100
54
$233K 0.05%
1,255
+40
55
$216K 0.04%
+435
56
– –
-3,191
57
– –
-88,625
58
– –
-33,444
1 2
3