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KHCM

Kirtland Hills Capital Management Portfolio holdings

AUM $315M
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.3M
3
+$1.17M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.09M
5
UBER icon
Uber
UBER
+$978K

Top Sells

1
+$488K
2
+$403K
3
+$290K
4
MDB icon
MongoDB
MDB
+$259K
5
TEAM icon
Atlassian
TEAM
+$257K

Sector Composition

1 Technology 29.85%
2 Financials 15.38%
3 Consumer Discretionary 9.93%
4 Industrials 8.56%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$610K 0.24%
4,557
-81
102
$609K 0.24%
953
-13
103
$598K 0.24%
2,185
-14
104
$585K 0.23%
13,300
+335
105
$559K 0.22%
2,753
-5
106
$557K 0.22%
4,938
-33
107
$528K 0.21%
4,757
108
$503K 0.2%
2,863
+150
109
$491K 0.19%
8,140
+1,020
110
$485K 0.19%
9,410
+3,160
111
$466K 0.18%
14,912
+2,062
112
$466K 0.18%
3,404
+1,204
113
$454K 0.18%
4,215
114
$450K 0.18%
1,871
-472
115
$450K 0.18%
1,847
116
$430K 0.17%
5,112
-3,253
117
$421K 0.17%
2,957
-99
118
$419K 0.17%
627
119
$412K 0.16%
1,274
-252
120
$386K 0.15%
3,201
121
$384K 0.15%
4,312
+1,712
122
$381K 0.15%
3,695
+134
123
$371K 0.15%
1,168
124
$370K 0.15%
6,822
+347
125
$335K 0.13%
4,444
+114
3 4
5
6 7