KHCM

Kirtland Hills Capital Management Portfolio holdings

AUM $285M
1-Year Est. Return 22.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.96M
3
+$1.18M
4
UBER icon
Uber
UBER
+$1.03M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$867K

Top Sells

1
+$814K
2
+$760K
3
+$691K
4
AMTM
Amentum Holdings
AMTM
+$348K
5
MKC icon
McCormick & Company Non-Voting
MKC
+$307K

Sector Composition

1 Technology 30.28%
2 Financials 15.27%
3 Industrials 9.09%
4 Consumer Discretionary 8.64%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.02%
6,448
+556
27
$2.16M 0.99%
8,749
+462
28
$2.1M 0.97%
4,536
+2
29
$2.08M 0.96%
9,376
-53
30
$2.06M 0.95%
3,630
+275
31
$2M 0.92%
9,735
+755
32
$1.95M 0.9%
8,537
+881
33
$1.93M 0.89%
31,517
+12,717
34
$1.85M 0.85%
709
+366
35
$1.85M 0.85%
19,797
+12,468
36
$1.82M 0.84%
8,331
+7
37
$1.81M 0.84%
6,259
+469
38
$1.81M 0.83%
7,641
-3,406
39
$1.8M 0.83%
9,168
+3,269
40
$1.79M 0.82%
2,556
+151
41
$1.78M 0.82%
6,528
+155
42
$1.71M 0.79%
6,219
+51
43
$1.63M 0.75%
8,240
+891
44
$1.59M 0.73%
27,808
+22,104
45
$1.55M 0.72%
10,380
+88
46
$1.44M 0.67%
9,883
-133
47
$1.43M 0.66%
15,213
+9,420
48
$1.41M 0.65%
3,014
+322
49
$1.39M 0.64%
5,046
+493
50
$1.39M 0.64%
4,763
+12
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2
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