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
76
$587K 0.38%
1,125
+147
77
$566K 0.36%
1,272
+486
78
$563K 0.36%
3,043
79
$563K 0.36%
7,788
+3,088
80
$555K 0.36%
7,494
-349
81
$542K 0.35%
2,948
+91
82
$513K 0.33%
3,156
+856
83
$505K 0.32%
2,156
+41
84
$484K 0.31%
4,276
+122
85
$476K 0.3%
6,578
+339
86
$452K 0.29%
6,307
-496
87
$445K 0.29%
1,077
+18
88
$443K 0.28%
4,164
+471
89
$442K 0.28%
496
+39
90
$439K 0.28%
10,968
+252
91
$436K 0.28%
9,406
+36
92
$420K 0.27%
2,137
-69
93
$403K 0.26%
4,527
+549
94
$399K 0.26%
633
+275
95
$390K 0.25%
18,542
96
$375K 0.24%
3,044
+1
97
$374K 0.24%
3,481
+303
98
$356K 0.23%
3,401
+3
99
$333K 0.21%
4,215
+105
100
$333K 0.21%
4,495
-633
2 3
4
5 6