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
$120M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$486K
2
+$333K
3
+$151K
4
DEO icon
Diageo
DEO
+$147K
5
DXCM icon
DexCom
DXCM
+$124K

Top Sells

1
+$106K
2
+$65.9K
3
+$58.6K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$52.2K
5
ANSS
Ansys
ANSS
+$36K

Sector Composition

1 Technology 22.67%
2 Financials 16.01%
3 Industrials 12.02%
4 Healthcare 10.93%
5 Consumer Discretionary 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$265K 0.22%
4,170
102
$263K 0.22%
9,062
-100
103
$257K 0.21%
12,000
104
$256K 0.21%
1,035
+11
105
$247K 0.21%
1,349
106
$242K 0.2%
3,077
107
$238K 0.2%
170
108
$238K 0.2%
3,328
-7
109
$227K 0.19%
835
110
$225K 0.19%
3,407
+60
111
$214K 0.18%
1,167
-81
112
$212K 0.18%
387
113
$210K 0.17%
6,676
-382
114
$210K 0.17%
3,338
+788
115
$204K 0.17%
3,118
+20
1 2 3 4
5