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
$181M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$919K
3
+$823K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$761K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$641K

Top Sells

1
+$1.14M
2
+$579K
3
+$509K
4
J icon
Jacobs Solutions
J
+$478K
5
DEO icon
Diageo
DEO
+$340K

Sector Composition

1 Technology 17.15%
2 Financials 12.38%
3 Industrials 9.56%
4 Healthcare 7.62%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,582
127
– –
-2,624
128
– –
-8,607
129
– –
-2,624
130
– –
-5,442
131
– –
-3,338
132
– –
-1,167
2 3 4 5
6