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
101
$402K 0.24%
2,800
-148
102
$400K 0.24%
+6,866
103
$396K 0.24%
4,275
+60
104
$387K 0.24%
12,472
+4,853
105
$385K 0.23%
5,402
+2,482
106
$383K 0.23%
739
+271
107
$378K 0.23%
1,916
+301
108
$359K 0.22%
3,404
+3
109
$353K 0.22%
4,838
+275
110
$348K 0.21%
18,542
111
$332K 0.2%
3,561
+300
112
$322K 0.2%
+1,242
113
$319K 0.19%
3,093
+49
114
$307K 0.19%
4,072
-91
115
$289K 0.18%
5,704
+1,006
116
$281K 0.17%
4,245
+384
117
$280K 0.17%
6,471
+1,897
118
$279K 0.17%
3,152
119
$274K 0.17%
6,728
-32
120
$274K 0.17%
327
+21
121
$273K 0.17%
1,346
+326
122
$253K 0.15%
1,426
123
$240K 0.15%
+974
124
$235K 0.14%
1,530
-123
125
$230K 0.14%
+8,466
2 3 4
5
6