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
51
$1.05M 0.64%
2,278
+99
52
$999K 0.61%
10,504
+261
53
$997K 0.61%
1,895
+5
54
$990K 0.6%
6,657
-1,911
55
$988K 0.6%
1,732
+48
56
$947K 0.58%
207
+3
57
$907K 0.55%
18,800
+14,170
58
$883K 0.54%
5,177
+10
59
$874K 0.53%
3,967
+750
60
$870K 0.53%
4,424
+48
61
$868K 0.53%
1,607
+91
62
$867K 0.53%
3,299
+205
63
$846K 0.52%
3,489
64
$820K 0.5%
1,918
-301
65
$814K 0.5%
14,604
-4,434
66
$797K 0.49%
11,615
67
$783K 0.48%
15,611
-68
68
$757K 0.46%
7,872
+4,703
69
$743K 0.45%
14,777
+3,298
70
$732K 0.45%
1,724
-30
71
$720K 0.44%
+343
72
$691K 0.42%
8,474
-1,034
73
$685K 0.42%
4,350
-94
74
$659K 0.4%
1,365
+240
75
$645K 0.39%
4,799
+123
1 2
3
4 5