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
76
$884K 0.41%
8,365
+493
77
$883K 0.41%
11,615
78
$874K 0.4%
4,773
+918
79
$858K 0.4%
9,405
+1,853
80
$811K 0.37%
1,999
+81
81
$802K 0.37%
1,475
+110
82
$797K 0.37%
8,944
+2,399
83
$796K 0.37%
1,592
-15
84
$783K 0.36%
4,913
-264
85
$746K 0.34%
833
+76
86
$738K 0.34%
5,510
+170
87
$725K 0.33%
1,707
88
$717K 0.33%
2,563
-54
89
$696K 0.32%
4,757
-42
90
$692K 0.32%
8,727
+1,637
91
$674K 0.31%
6,585
+1,183
92
$653K 0.3%
1,345
+606
93
$647K 0.3%
4,238
-112
94
$631K 0.29%
4,638
+5
95
$598K 0.28%
10,599
+1,381
96
$594K 0.27%
1,526
-198
97
$593K 0.27%
2,199
98
$591K 0.27%
3,043
99
$567K 0.26%
+1,027
100
$562K 0.26%
2,343
-27
2 3
4
5 6