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
126
$201K 0.13%
+4,574
127
– –
-1,272
128
– –
-1,839
129
– –
-387
130
– –
-18,727
131
– –
-2,797
132
– –
-12,000
133
– –
-1,521,548
2 3 4 5
6