KHCM

Kirtland Hills Capital Management Portfolio holdings

AUM $285M
1-Year Est. Return 22.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.3M
3
+$1.17M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.09M
5
UBER icon
Uber
UBER
+$978K

Top Sells

1
+$488K
2
+$403K
3
+$290K
4
MDB icon
MongoDB
MDB
+$259K
5
TEAM icon
Atlassian
TEAM
+$257K

Sector Composition

1 Technology 29.85%
2 Financials 15.38%
3 Consumer Discretionary 9.93%
4 Industrials 8.56%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
51
Linde
LIN
$237B
$1.57M 0.62%
3,301
+287
LRCX icon
52
Lam Research
LRCX
$324B
$1.52M 0.6%
11,369
+901
HD icon
53
Home Depot
HD
$331B
$1.49M 0.59%
3,670
-34
UNH icon
54
UnitedHealth
UNH
$322B
$1.47M 0.58%
4,243
+1,045
QQQM icon
55
Invesco NASDAQ 100 ETF
QQQM
$81.9B
$1.45M 0.57%
5,862
+500
VUG icon
56
Vanguard Growth ETF
VUG
$35.5B
$1.41M 0.56%
2,943
+519
CME icon
57
CME Group
CME
$102B
$1.39M 0.55%
5,143
+97
SPGI icon
58
S&P Global
SPGI
$129B
$1.36M 0.54%
2,796
+181
DGRO icon
59
iShares Core Dividend Growth ETF
DGRO
$39B
$1.33M 0.53%
19,607
+1,600
PANW icon
60
Palo Alto Networks
PANW
$148B
$1.3M 0.51%
6,366
+1,468
SYK icon
61
Stryker
SYK
$126B
$1.27M 0.5%
3,426
+7
SPY icon
62
State Street SPDR S&P 500 ETF Trust
SPY
$730B
$1.26M 0.5%
1,895
+2
ANET icon
63
Arista Networks
ANET
$217B
$1.24M 0.49%
8,493
+1,908
QQQ icon
64
Invesco QQQ Trust
QQQ
$437B
$1.11M 0.44%
1,849
+822
CRM icon
65
Salesforce
CRM
$147B
$1.09M 0.43%
4,593
-1,935
BKNG icon
66
Booking.com
BKNG
$138B
$1.09M 0.43%
5,025
-75
VV icon
67
Vanguard Large-Cap ETF
VV
$50.2B
$1.07M 0.43%
3,489
TSCO icon
68
Tractor Supply
TSCO
$18.8B
$1.03M 0.41%
18,068
+444
AMT icon
69
American Tower
AMT
$81.8B
$1.02M 0.41%
5,322
-466
BSX icon
70
Boston Scientific
BSX
$89.1B
$1.02M 0.4%
10,439
-65
VRSK icon
71
Verisk Analytics
VRSK
$22.9B
$1.01M 0.4%
4,008
-26
PEP icon
72
PepsiCo
PEP
$211B
$1.01M 0.4%
7,177
-329
HON icon
73
Honeywell
HON
$134B
$988K 0.39%
4,978
+211
NOC icon
74
Northrop Grumman
NOC
$81.7B
$979K 0.39%
1,607
+15
VNQ icon
75
Vanguard Real Estate ETF
VNQ
$36.5B
$978K 0.39%
10,699
+1,755
1 2
3
4 5