KHCM

Kirtland Hills Capital Management Portfolio holdings

AUM $253M
1-Year Est. Return 27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.4M
3
+$1.23M
4
MSFT icon
Microsoft
MSFT
+$974K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$814K

Top Sells

1
+$1.23M
2
+$642K
3
+$452K
4
IQV icon
IQVIA
IQV
+$420K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$378K

Sector Composition

1 Technology 26.87%
2 Financials 15.27%
3 Industrials 10.98%
4 Consumer Discretionary 8.71%
5 Healthcare 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.13%
7,672
+1,173
27
$1.77M 1.08%
7,656
+514
28
$1.73M 1.06%
4,613
+1,780
29
$1.71M 1.04%
2,675
+1,008
30
$1.62M 0.99%
10,915
+541
31
$1.58M 0.96%
6,373
+1,380
32
$1.55M 0.94%
3,403
+91
33
$1.39M 0.85%
8,980
+1,460
34
$1.37M 0.84%
7,349
+80
35
$1.35M 0.82%
2,405
+200
36
$1.34M 0.82%
5,790
+1,400
37
$1.34M 0.82%
10,292
+527
38
$1.31M 0.8%
4,751
+9
39
$1.3M 0.79%
8,574
+1,963
40
$1.29M 0.79%
10,016
-9,524
41
$1.27M 0.78%
3,589
+568
42
$1.24M 0.76%
5,570
-326
43
$1.22M 0.74%
8,552
+2,642
44
$1.22M 0.74%
2,692
+94
45
$1.2M 0.73%
4,553
+141
46
$1.18M 0.72%
3,417
+49
47
$1.17M 0.71%
3,993
+41
48
$1.15M 0.7%
4,057
-415
49
$1.07M 0.65%
8,324
+360
50
$1.05M 0.64%
6,168
+1,748
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