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
101
$323K 0.21%
2,920
+788
102
$320K 0.2%
3,152
103
$317K 0.2%
4,163
-30
104
$315K 0.2%
1,653
+304
105
$299K 0.19%
+3,169
106
$295K 0.19%
3,261
+249
107
$284K 0.18%
4,563
+384
108
$277K 0.18%
1,615
+161
109
$277K 0.18%
3,861
+64
110
$276K 0.18%
831
+49
111
$272K 0.17%
1,426
112
$248K 0.16%
+1,020
113
$246K 0.16%
+819
114
$246K 0.16%
+4,630
115
$243K 0.16%
6,760
+66
116
$239K 0.15%
7,619
-124
117
$237K 0.15%
306
+62
118
$229K 0.15%
3,476
119
$225K 0.14%
+4,698
120
$224K 0.14%
784
-53
121
$212K 0.14%
+468
122
$210K 0.13%
+1,658
123
$207K 0.13%
2,597
-480
124
$204K 0.13%
2,670
+36
125
$203K 0.13%
166
-4
2 3 4
5
6