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
51
$1.05M 0.67%
4,390
+180
52
$1.02M 0.66%
4,420
+1,037
53
$1.02M 0.66%
4,412
-54
54
$1.01M 0.65%
204
+7
55
$988K 0.63%
4,376
+54
56
$971K 0.62%
1,684
+101
57
$969K 0.62%
2,833
+757
58
$941K 0.6%
3,489
59
$915K 0.59%
10,243
+266
60
$899K 0.58%
5,910
+1,535
61
$897K 0.57%
3,094
+96
62
$868K 0.56%
9,508
-107
63
$866K 0.55%
5,167
+733
64
$832K 0.53%
15,679
+159
65
$749K 0.48%
11,615
66
$734K 0.47%
3,217
+188
67
$712K 0.46%
1,516
+168
68
$702K 0.45%
1,747
+40
69
$654K 0.42%
4,580
+1,212
70
$647K 0.41%
1,754
-116
71
$644K 0.41%
2,497
+283
72
$643K 0.41%
4,444
-32
73
$642K 0.41%
5,765
+780
74
$638K 0.41%
2,417
+442
75
$612K 0.39%
4,676
-129
1 2
3
4 5