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
76
$643K 0.39%
2,617
+200
77
$637K 0.39%
+5,899
78
$607K 0.37%
4,633
+357
79
$605K 0.37%
7,229
+3,065
80
$588K 0.36%
9,225
+1,437
81
$583K 0.36%
1,707
-40
82
$575K 0.35%
7,552
+58
83
$568K 0.35%
6,545
+2,018
84
$562K 0.34%
12,751
+1,783
85
$551K 0.34%
+7,329
86
$537K 0.33%
3,043
87
$530K 0.32%
3,855
+699
88
$528K 0.32%
7,090
+512
89
$525K 0.32%
2,199
+43
90
$524K 0.32%
2,370
-127
91
$522K 0.32%
+5,793
92
$520K 0.32%
5,340
+380
93
$514K 0.31%
9,218
-188
94
$480K 0.29%
757
+124
95
$472K 0.29%
+2,579
96
$434K 0.26%
4,055
+574
97
$432K 0.26%
1,239
-33
98
$411K 0.25%
+2,453
99
$407K 0.25%
988
-89
100
$402K 0.25%
4,409
-171
2 3
4
5 6