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
$156M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.12M
3
+$874K
4
RTX icon
RTX Corp
RTX
+$800K
5
TSLA icon
Tesla
TSLA
+$717K

Top Sells

1
+$2.43M
2
+$761K
3
+$350K
4
BA icon
Boeing
BA
+$280K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$271K

Sector Composition

1 Technology 25.62%
2 Financials 15.74%
3 Industrials 9.25%
4 Consumer Discretionary 9.2%
5 Healthcare 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.07%
3,312
+15
27
$1.67M 1.07%
4,993
+710
28
$1.67M 1.07%
7,269
+15
29
$1.62M 1.04%
8,057
+102
30
$1.59M 1.02%
1,504
+153
31
$1.57M 1.01%
4,472
+148
32
$1.53M 0.98%
19,540
+10,216
33
$1.44M 0.92%
7,142
+50
34
$1.44M 0.92%
19,038
+4,819
35
$1.4M 0.9%
2,205
+30
36
$1.4M 0.89%
8,568
-22
37
$1.35M 0.86%
11,479
+1,040
38
$1.34M 0.86%
2,490
+1,125
39
$1.33M 0.85%
7,964
+118
40
$1.31M 0.84%
6,611
+1,232
41
$1.25M 0.8%
4,742
+198
42
$1.21M 0.78%
3,368
+18
43
$1.18M 0.75%
3,021
+56
44
$1.16M 0.74%
1,667
+924
45
$1.15M 0.74%
2,219
+39
46
$1.11M 0.71%
1,890
-40
47
$1.09M 0.7%
3,952
+74
48
$1.09M 0.7%
2,598
+58
49
$1.09M 0.69%
2,179
+62
50
$1.08M 0.69%
5,896
-1,059
1
2
3 4 5