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KHCM

Kirtland Hills Capital Management Portfolio holdings

AUM $315M
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$15.1M
3
+$10.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.29M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.61M

Top Sells

1
+$3.1M
2
+$1.76M
3
+$1.57M
4
KKR icon
KKR & Co
KKR
+$908K
5
CRM icon
Salesforce
CRM
+$907K

Sector Composition

1 Technology 24.98%
2 Financials 12.66%
3 Consumer Discretionary 10.64%
4 Industrials 8.86%
5 Communication Services 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
51
Shopify
SHOP
$143B
$1.85M 0.59%
14,041
+1,260
SHLD icon
52
Global X Defense Tech ETF
SHLD
$7.8B
$1.84M 0.59%
26,303
+10,846
NOBL icon
53
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$1.77M 0.56%
32,868
+18,544
PANW icon
54
Palo Alto Networks
PANW
$228B
$1.72M 0.55%
9,567
+1,657
CME icon
55
CME Group
CME
$94.7B
$1.69M 0.54%
5,935
+308
VNQ icon
56
Vanguard Real Estate ETF
VNQ
$37.8B
$1.65M 0.52%
17,473
+1,277
KLAC icon
57
KLA
KLAC
$315B
$1.64M 0.52%
907
GD icon
58
General Dynamics
GD
$97B
$1.61M 0.51%
5,051
+223
VTI icon
59
Vanguard Total Stock Market ETF
VTI
$646B
$1.6M 0.51%
4,573
+733
ORCL icon
60
Oracle
ORCL
$529B
$1.56M 0.5%
8,301
ANET icon
61
Arista Networks
ANET
$197B
$1.53M 0.48%
8,664
+161
DHR icon
62
Danaher
DHR
$128B
$1.47M 0.47%
7,960
-418
DGRO icon
63
iShares Core Dividend Growth ETF
DGRO
$40.7B
$1.43M 0.45%
19,607
SMH icon
64
VanEck Semiconductor ETF
SMH
$69.6B
$1.4M 0.45%
2,942
+2,080
BX icon
65
Blackstone
BX
$148B
$1.37M 0.43%
10,474
-3,406
SPY icon
66
State Street SPDR S&P 500 ETF Trust
SPY
$770B
$1.36M 0.43%
1,919
+1
SPGI icon
67
S&P Global
SPGI
$122B
$1.3M 0.41%
2,903
-99
EPD icon
68
Enterprise Products Partners
EPD
$80.7B
$1.28M 0.41%
33,909
+15,680
HON icon
69
Honeywell
HON
$139B
$1.23M 0.39%
5,607
+635
CVX icon
70
Chevron
CVX
$370B
$1.21M 0.38%
+6,447
IWR icon
71
iShares Russell Mid-Cap ETF
IWR
$55.1B
$1.19M 0.38%
11,454
NOW icon
72
ServiceNow
NOW
$106B
$1.18M 0.37%
11,416
+2,426
HD icon
73
Home Depot
HD
$325B
$1.16M 0.37%
3,425
-82
VV icon
74
Vanguard Large-Cap ETF
VV
$51.8B
$1.14M 0.36%
3,489
TMC icon
75
TMC The Metals Company
TMC
$2.22B
$1.1M 0.35%
+192,139
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