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
51
$1.38M 0.64%
2,615
+337
52
$1.36M 0.63%
3,704
+115
53
$1.35M 0.62%
3,419
+2
54
$1.28M 0.59%
5,788
+218
55
$1.26M 0.58%
4,034
+41
56
$1.22M 0.56%
5,362
+2,783
57
$1.19M 0.55%
3,968
-89
58
$1.18M 0.54%
204
-3
59
$1.17M 0.54%
1,893
-2
60
$1.15M 0.53%
18,007
+11,141
61
$1.13M 0.52%
10,504
62
$1.1M 0.51%
15,293
+516
63
$1.09M 0.5%
4,735
+768
64
$1.06M 0.49%
2,424
+1,830
65
$1.05M 0.48%
1,770
+38
66
$1.05M 0.48%
4,493
+69
67
$1.03M 0.48%
8,941
+1,712
68
$1.02M 0.47%
10,468
+1,243
69
$1M 0.46%
4,898
+2,445
70
$998K 0.46%
3,198
-205
71
$995K 0.46%
3,489
72
$992K 0.46%
6,361
-296
73
$991K 0.46%
7,506
-1,046
74
$972K 0.45%
3,446
+147
75
$930K 0.43%
17,624
+2,013
1 2
3
4 5