KHCM

Kirtland Hills Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$3.86M
3
+$3.56M
4
INTU icon
Intuit
INTU
+$2.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.11%
2 Financials 16.77%
3 Industrials 12.39%
4 Healthcare 11.03%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.2%
+4,371
27
$1.39M 1.2%
+8,821
28
$1.35M 1.16%
+4,309
29
$1.33M 1.14%
+8,078
30
$1.29M 1.12%
+9,405
31
$1.26M 1.08%
+4,296
32
$1.19M 1.03%
+2,143
33
$1.12M 0.96%
+1,944
34
$1.09M 0.94%
+3,323
35
$1.09M 0.94%
+2,550
36
$1.05M 0.9%
+1,958
37
$1.02M 0.88%
+2,999
38
$1M 0.86%
+4,755
39
$980K 0.85%
+1,895
40
$975K 0.84%
+8,134
41
$948K 0.82%
+4,789
42
$945K 0.82%
+3,872
43
$932K 0.8%
+12,695
44
$921K 0.79%
+7,841
45
$906K 0.78%
+2,111
46
$883K 0.76%
+9,467
47
$878K 0.76%
+3,154
48
$862K 0.74%
+8,297
49
$848K 0.73%
+9,767
50
$830K 0.72%
+5,032
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